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
2826
$1.2M ﹤0.01%
86,585
-60,312
2827
$1.2M ﹤0.01%
80,685
+20,683
2828
$1.2M ﹤0.01%
89,360
+3,138
2829
$1.2M ﹤0.01%
40,710
-4,031
2830
$1.2M ﹤0.01%
69,383
+3,374
2831
$1.19M ﹤0.01%
34,577
+3,557
2832
$1.18M ﹤0.01%
297,250
+18,701
2833
$1.18M ﹤0.01%
+1,943
2834
$1.18M ﹤0.01%
47,206
+27,149
2835
$1.18M ﹤0.01%
128,395
+25,440
2836
$1.18M ﹤0.01%
108,928
-135,419
2837
$1.18M ﹤0.01%
177,886
+14,822
2838
$1.18M ﹤0.01%
102,658
-34,519
2839
$1.17M ﹤0.01%
33,036
-20,214
2840
$1.17M ﹤0.01%
50,886
+2,199
2841
$1.17M ﹤0.01%
118,429
-2,788
2842
$1.17M ﹤0.01%
71,182
-168,309
2843
$1.17M ﹤0.01%
38,246
-1,938
2844
$1.17M ﹤0.01%
23,086
-28
2845
$1.16M ﹤0.01%
183,617
-90,785
2846
$1.16M ﹤0.01%
21,459
+3,050
2847
$1.16M ﹤0.01%
33,575
+4,398
2848
$1.16M ﹤0.01%
15,212
+6,232
2849
$1.16M ﹤0.01%
22,591
+5,826
2850
$1.16M ﹤0.01%
97,695
+5,933
112 113
114
115 116