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
2826
$2.39M ﹤0.01%
287,926
+101,627
2827
$2.38M ﹤0.01%
280,515
-186
2828
$2.38M ﹤0.01%
53,386
+8,533
2829
$2.38M ﹤0.01%
100,544
+8,144
2830
$2.38M ﹤0.01%
39,410
+19,779
2831
$2.37M ﹤0.01%
54,676
-34,512
2832
$2.37M ﹤0.01%
66,203
-9,434
2833
$2.37M ﹤0.01%
121,571
+99,629
2834
$2.37M ﹤0.01%
40,863
-31,960
2835
$2.36M ﹤0.01%
36,873
+20,802
2836
$2.36M ﹤0.01%
44,704
+22,192
2837
$2.35M ﹤0.01%
276,384
+3,929
2838
$2.35M ﹤0.01%
1,795,154
+230,088
2839
$2.35M ﹤0.01%
22,562
-11,318
2840
$2.35M ﹤0.01%
163,934
-7,073
2841
$2.34M ﹤0.01%
168,237
+66,386
2842
$2.33M ﹤0.01%
250,232
+35,979
2843
$2.33M ﹤0.01%
210,173
+121,945
2844
$2.33M ﹤0.01%
209,933
-22,158
2845
$2.33M ﹤0.01%
114,792
-231,715
2846
$2.33M ﹤0.01%
51,513
+1,247
2847
$2.32M ﹤0.01%
98,926
+24,473
2848
$2.32M ﹤0.01%
47,812
+43,362
2849
$2.32M ﹤0.01%
36,992
+537
2850
$2.32M ﹤0.01%
519,201
+338,006
112 113
114
115 116