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
2876
$2.26M ﹤0.01%
102,262
+101,262
2877
$2.26M ﹤0.01%
10,739
+719
2878
$2.25M ﹤0.01%
112,790
+18,881
2879
$2.25M ﹤0.01%
141,500
-12,419
2880
$2.25M ﹤0.01%
193,237
-44,131
2881
$2.24M ﹤0.01%
205,496
-53,800
2882
$2.23M ﹤0.01%
55,589
-138,804
2883
$2.23M ﹤0.01%
186,540
-41,711
2884
$2.23M ﹤0.01%
37,197
-21,853
2885
$2.23M ﹤0.01%
52,835
-4,885
2886
$2.22M ﹤0.01%
32,148
+1,332
2887
$2.22M ﹤0.01%
110,845
-128,708
2888
$2.22M ﹤0.01%
345,341
-44,033
2889
$2.22M ﹤0.01%
35,653
+3,828
2890
$2.21M ﹤0.01%
98,520
-207,513
2891
$2.21M ﹤0.01%
227,878
+2,088
2892
$2.21M ﹤0.01%
67,302
+33,092
2893
$2.2M ﹤0.01%
64,544
-875
2894
$2.2M ﹤0.01%
273,423
+67,843
2895
$2.2M ﹤0.01%
68,052
-5,467
2896
$2.2M ﹤0.01%
31,779
+1,914
2897
$2.2M ﹤0.01%
8,871
+3,343
2898
$2.2M ﹤0.01%
16,187
-533
2899
$2.2M ﹤0.01%
147,885
+97,379
2900
$2.19M ﹤0.01%
72,093
+5,532
114 115
116
117 118