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
$174B
AUM Growth
-$28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,620
New
Increased
Reduced
Closed

Top Buys

1
+$1.68B
2
+$776M
3
+$580M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$479M
5
UBS icon
UBS Group
UBS
+$380M

Top Sells

1
+$1.06B
2
+$633M
3
+$528M
4
MSFT icon
Microsoft
MSFT
+$443M
5
AMZN icon
Amazon
AMZN
+$423M

Sector Composition

1 Technology 10.17%
2 Financials 8.41%
3 Healthcare 7.93%
4 Consumer Discretionary 6.47%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2726
$1.38M ﹤0.01%
72,553
+2,974
2727
$1.38M ﹤0.01%
21,219
-12,512
2728
$1.38M ﹤0.01%
34,579
-13,578
2729
$1.38M ﹤0.01%
110,499
-1,682
2730
$1.37M ﹤0.01%
41,137
+2,791
2731
$1.37M ﹤0.01%
88,714
+7,754
2732
$1.36M ﹤0.01%
63,393
-357,368
2733
$1.36M ﹤0.01%
118,509
+18,861
2734
$1.36M ﹤0.01%
116,216
+1,382
2735
$1.36M ﹤0.01%
73,025
-79,745
2736
$1.36M ﹤0.01%
20,321
+445
2737
$1.36M ﹤0.01%
70,976
-16,512
2738
$1.35M ﹤0.01%
56,142
+4,812
2739
$1.35M ﹤0.01%
52,512
-8,723
2740
$1.35M ﹤0.01%
21,725
-40,832
2741
$1.34M ﹤0.01%
40,458
-51,553
2742
$1.34M ﹤0.01%
116,281
-4,188
2743
$1.34M ﹤0.01%
56,327
+3,854
2744
$1.34M ﹤0.01%
277,955
-169,153
2745
$1.34M ﹤0.01%
162,225
+8,367
2746
$1.34M ﹤0.01%
12,201
+2,412
2747
$1.34M ﹤0.01%
28,180
+3,135
2748
$1.34M ﹤0.01%
129,725
+120,072
2749
$1.33M ﹤0.01%
24,681
+13,712
2750
$1.33M ﹤0.01%
60,270
-8,855
108 109
110
111 112