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
2851
$1.16M ﹤0.01%
99,065
+169
2852
$1.16M ﹤0.01%
122,925
-3,887
2853
$1.15M ﹤0.01%
25,889
+20,928
2854
$1.15M ﹤0.01%
119,183
-21,532
2855
$1.15M ﹤0.01%
68,089
-2,839
2856
$1.15M ﹤0.01%
51,895
-3,571
2857
$1.15M ﹤0.01%
46,807
-3,700
2858
$1.15M ﹤0.01%
50,158
-4,046
2859
$1.15M ﹤0.01%
17,873
+1,191
2860
$1.15M ﹤0.01%
27,469
-1,816
2861
$1.15M ﹤0.01%
55,584
-340,368
2862
$1.14M ﹤0.01%
71,643
+5,689
2863
$1.14M ﹤0.01%
54,299
+2,213
2864
$1.14M ﹤0.01%
23,376
-13,969
2865
$1.14M ﹤0.01%
271,647
+264,601
2866
$1.14M ﹤0.01%
1,500,333
-854,558
2867
$1.14M ﹤0.01%
216,276
+11,486
2868
$1.14M ﹤0.01%
17,870
+96
2869
$1.14M ﹤0.01%
21,399
-1,805
2870
$1.13M ﹤0.01%
17,179
+200
2871
$1.13M ﹤0.01%
+62,885
2872
$1.13M ﹤0.01%
19,171
-855
2873
$1.13M ﹤0.01%
87,952
+57,642
2874
$1.13M ﹤0.01%
101,533
-7,315
2875
$1.13M ﹤0.01%
47,382
+8,666
113 114
115
116 117