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
2751
$2.59M ﹤0.01%
73,713
-13,122
2752
$2.59M ﹤0.01%
47,809
-881
2753
$2.59M ﹤0.01%
194,435
-5,016
2754
$2.59M ﹤0.01%
203,696
-31,242
2755
$2.58M ﹤0.01%
139,123
+114,766
2756
$2.58M ﹤0.01%
54,269
+284
2757
$2.58M ﹤0.01%
39,509
-2,979
2758
$2.58M ﹤0.01%
166,795
-8,828
2759
$2.58M ﹤0.01%
97,998
-24,154
2760
$2.58M ﹤0.01%
362,950
+350,643
2761
$2.58M ﹤0.01%
210,105
-12,729
2762
$2.57M ﹤0.01%
258,470
+5,687
2763
$2.57M ﹤0.01%
31,891
+5,258
2764
$2.57M ﹤0.01%
+60,000
2765
$2.57M ﹤0.01%
14,516
-832
2766
$2.57M ﹤0.01%
28,196
-2,747
2767
$2.57M ﹤0.01%
27,277
+3,054
2768
$2.56M ﹤0.01%
241,063
+66,975
2769
$2.56M ﹤0.01%
655,164
+582,084
2770
$2.56M ﹤0.01%
50,313
-3,882
2771
$2.55M ﹤0.01%
90,902
-15,254
2772
$2.55M ﹤0.01%
127,535
-20,316
2773
$2.55M ﹤0.01%
461,945
+58,550
2774
$2.55M ﹤0.01%
173,694
+27,995
2775
$2.55M ﹤0.01%
27,385
-3,781
109 110
111
112 113