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
2876
$1.13M ﹤0.01%
17,277
+2,799
2877
$1.13M ﹤0.01%
36,930
-35,347
2878
$1.12M ﹤0.01%
37,416
+6,831
2879
$1.12M ﹤0.01%
55,203
-415,947
2880
$1.12M ﹤0.01%
46,578
+15,381
2881
$1.12M ﹤0.01%
9,116
-2,702
2882
$1.12M ﹤0.01%
47,453
+16,243
2883
$1.12M ﹤0.01%
+84,396
2884
$1.11M ﹤0.01%
44,980
-88,061
2885
$1.11M ﹤0.01%
35,667
+7,088
2886
$1.11M ﹤0.01%
56,473
+50,592
2887
$1.11M ﹤0.01%
99,308
+30,539
2888
$1.11M ﹤0.01%
78,374
+6,330
2889
$1.11M ﹤0.01%
20,944
+2,498
2890
$1.11M ﹤0.01%
17,390
-4,708
2891
$1.11M ﹤0.01%
51,682
-22,230
2892
$1.1M ﹤0.01%
50,488
+10,156
2893
$1.1M ﹤0.01%
76,711
-12,615
2894
$1.1M ﹤0.01%
33,947
-76,906
2895
$1.1M ﹤0.01%
127,966
-14,293
2896
$1.1M ﹤0.01%
65,096
+9,933
2897
$1.1M ﹤0.01%
47,086
+9,905
2898
$1.1M ﹤0.01%
49,368
-7,453
2899
$1.1M ﹤0.01%
44,517
-30,223
2900
$1.1M ﹤0.01%
19,006
-3,058
114 115
116
117 118