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
2801
$2.45M ﹤0.01%
73,556
-24,177
2802
$2.45M ﹤0.01%
45,777
-14,017
2803
$2.45M ﹤0.01%
76,143
-3,211
2804
$2.45M ﹤0.01%
138,271
-61,223
2805
$2.45M ﹤0.01%
252,645
+949
2806
$2.45M ﹤0.01%
417,298
-4,232
2807
$2.44M ﹤0.01%
25,618
+2,064
2808
$2.44M ﹤0.01%
322,533
-41,253
2809
$2.44M ﹤0.01%
94,958
-3,336
2810
$2.44M ﹤0.01%
17,461
-635
2811
$2.44M ﹤0.01%
151,084
-5,874
2812
$2.44M ﹤0.01%
99,158
+32,523
2813
$2.44M ﹤0.01%
50,718
-42,633
2814
$2.43M ﹤0.01%
81,619
-23,304
2815
$2.43M ﹤0.01%
103,373
+4,912
2816
$2.43M ﹤0.01%
144,105
+7,649
2817
$2.43M ﹤0.01%
67,969
+29,401
2818
$2.43M ﹤0.01%
75,096
-12,674
2819
$2.43M ﹤0.01%
52,297
+1,753
2820
$2.42M ﹤0.01%
13,978
+295
2821
$2.42M ﹤0.01%
33,063
+14,036
2822
$2.4M ﹤0.01%
613,167
+253,125
2823
$2.4M ﹤0.01%
51,813
+23,460
2824
$2.4M ﹤0.01%
53,066
+6,147
2825
$2.4M ﹤0.01%
226,166
+85,794
111 112
113
114 115