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
2751
$1.33M ﹤0.01%
1,554
+126
2752
$1.33M ﹤0.01%
3,232
+758
2753
$1.33M ﹤0.01%
29,726
-60,003
2754
$1.33M ﹤0.01%
27,242
+6,842
2755
$1.32M ﹤0.01%
13,252
-9,907
2756
$1.32M ﹤0.01%
46,775
+41,036
2757
$1.32M ﹤0.01%
8,738
-778
2758
$1.32M ﹤0.01%
49,720
+1,598
2759
$1.31M ﹤0.01%
87,111
+75,258
2760
$1.31M ﹤0.01%
66,385
-82,208
2761
$1.31M ﹤0.01%
36,076
-10,743
2762
$1.31M ﹤0.01%
49,039
-44,785
2763
$1.31M ﹤0.01%
50,404
+18,788
2764
$1.31M ﹤0.01%
230,460
+93,291
2765
$1.31M ﹤0.01%
19,020
+17,700
2766
$1.31M ﹤0.01%
70,748
-12,621
2767
$1.3M ﹤0.01%
16,392
-4,074
2768
$1.3M ﹤0.01%
160,640
+62,136
2769
$1.3M ﹤0.01%
22,957
+431
2770
$1.3M ﹤0.01%
140,787
-11,575
2771
$1.29M ﹤0.01%
3,427
+1,602
2772
$1.29M ﹤0.01%
25,428
+1,318
2773
$1.29M ﹤0.01%
25,081
+4,703
2774
$1.28M ﹤0.01%
54,035
-83,221
2775
$1.28M ﹤0.01%
12,834
+514
109 110
111
112 113