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
2776
$1.28M ﹤0.01%
47,322
+16,296
2777
$1.28M ﹤0.01%
42,238
+32,067
2778
$1.28M ﹤0.01%
73,875
-226,608
2779
$1.28M ﹤0.01%
14,386
-4,928
2780
$1.28M ﹤0.01%
41,086
-2,780
2781
$1.28M ﹤0.01%
94,450
+7,942
2782
$1.28M ﹤0.01%
36,426
-5,294
2783
$1.28M ﹤0.01%
20,264
+5,563
2784
$1.27M ﹤0.01%
2,382,457
+1,111,647
2785
$1.27M ﹤0.01%
78,446
-9,125
2786
$1.27M ﹤0.01%
105,158
+15,004
2787
$1.27M ﹤0.01%
64,987
-20,131
2788
$1.27M ﹤0.01%
104,960
-27,826
2789
$1.27M ﹤0.01%
83,253
+16,653
2790
$1.26M ﹤0.01%
51,195
-31,796
2791
$1.26M ﹤0.01%
112,116
-146,602
2792
$1.26M ﹤0.01%
49,427
-9,219
2793
$1.26M ﹤0.01%
102,307
+57,355
2794
$1.26M ﹤0.01%
52,228
+7,557
2795
$1.26M ﹤0.01%
54,010
+3,695
2796
$1.26M ﹤0.01%
39,615
-8,943
2797
$1.25M ﹤0.01%
138,259
+12,793
2798
$1.25M ﹤0.01%
52,906
-33,334
2799
$1.25M ﹤0.01%
58,308
+9,286
2800
$1.25M ﹤0.01%
34,009
-2,566
110 111
112
113 114