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
2801
$1.25M ﹤0.01%
78,823
-57,317
2802
$1.25M ﹤0.01%
267,332
-26,482
2803
$1.25M ﹤0.01%
29,862
-369
2804
$1.24M ﹤0.01%
90,515
-2,417
2805
$1.24M ﹤0.01%
13,053
+12,459
2806
$1.24M ﹤0.01%
110,450
+11,098
2807
$1.24M ﹤0.01%
71,753
-55,113
2808
$1.24M ﹤0.01%
64,204
+25,718
2809
$1.24M ﹤0.01%
24,740
+9,507
2810
$1.24M ﹤0.01%
28,308
+18,726
2811
$1.24M ﹤0.01%
45,751
+2,315
2812
$1.24M ﹤0.01%
111,450
-9,510
2813
$1.22M ﹤0.01%
41,178
-7,283
2814
$1.22M ﹤0.01%
56,709
+28,754
2815
$1.22M ﹤0.01%
23,582
-4,474
2816
$1.22M ﹤0.01%
24,431
-8,921
2817
$1.21M ﹤0.01%
+47,146
2818
$1.21M ﹤0.01%
257,798
-527,834
2819
$1.21M ﹤0.01%
42,611
+40,669
2820
$1.21M ﹤0.01%
50,530
-6,793
2821
$1.21M ﹤0.01%
45,594
+9,382
2822
$1.21M ﹤0.01%
51,733
-5,341
2823
$1.2M ﹤0.01%
89,703
+2,372
2824
$1.2M ﹤0.01%
132,212
+66,880
2825
$1.2M ﹤0.01%
94,636
+91,796
111 112
113
114 115