UBS Group

UBS Group Portfolio holdings

AUM $512B
1-Year Est. Return 21.72%
 

UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.

This Quarter Est. Return
1 Year Est. Return
+21.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303B
AUM Growth
+$54.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,075
New
Increased
Reduced
Closed

Top Buys

1
+$3.04B
2
+$2B
3
+$1.79B
4
AMZN icon
Amazon
AMZN
+$1.24B
5
META icon
Meta Platforms (Facebook)
META
+$1.03B

Top Sells

1
+$555M
2
+$482M
3
+$362M
4
IAU icon
iShares Gold Trust
IAU
+$322M
5
CRH icon
CRH
CRH
+$213M

Sector Composition

1 Technology 20.26%
2 Financials 10.32%
3 Healthcare 8.24%
4 Consumer Discretionary 7.26%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
$2.8M ﹤0.01%
275,250
-11,976
2702
$2.79M ﹤0.01%
211,239
-22,280
2703
$2.79M ﹤0.01%
22,458
+21,318
2704
$2.78M ﹤0.01%
389,432
+187,523
2705
$2.78M ﹤0.01%
53,267
-5,709
2706
$2.78M ﹤0.01%
20,390
+4,910
2707
$2.77M ﹤0.01%
111,361
+29,465
2708
$2.75M ﹤0.01%
390,663
-39,644
2709
$2.75M ﹤0.01%
53,370
-26,819
2710
$2.74M ﹤0.01%
168,941
-26,318
2711
$2.74M ﹤0.01%
231,786
-47,488
2712
$2.74M ﹤0.01%
106,208
+45,980
2713
$2.73M ﹤0.01%
145,456
-14,042
2714
$2.73M ﹤0.01%
114,949
+49,718
2715
$2.71M ﹤0.01%
132,327
-286
2716
$2.71M ﹤0.01%
164,018
+37,378
2717
$2.7M ﹤0.01%
57,154
+20,242
2718
$2.7M ﹤0.01%
179,498
+30,897
2719
$2.7M ﹤0.01%
140,265
-27,854
2720
$2.7M ﹤0.01%
102,638
-26,888
2721
$2.7M ﹤0.01%
230,555
-3,545
2722
$2.69M ﹤0.01%
67,111
+60,645
2723
$2.69M ﹤0.01%
130,257
-20,934
2724
$2.68M ﹤0.01%
46,314
+3,460
2725
$2.68M ﹤0.01%
44,884
-2,286
107 108
109
110 111