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
2901
$1.09M ﹤0.01%
20,938
+18,972
2902
$1.09M ﹤0.01%
80,254
-135,052
2903
$1.09M ﹤0.01%
10,829
-330
2904
$1.09M ﹤0.01%
78,948
+4,129
2905
$1.09M ﹤0.01%
107,698
-4,220
2906
$1.09M ﹤0.01%
48,689
+40,208
2907
$1.09M ﹤0.01%
55,654
+3,257
2908
$1.09M ﹤0.01%
80,751
-33,591
2909
$1.08M ﹤0.01%
112,467
-314,350
2910
$1.08M ﹤0.01%
53,152
-12,544
2911
$1.08M ﹤0.01%
191,843
-1,978
2912
$1.08M ﹤0.01%
21,611
+7,000
2913
$1.07M ﹤0.01%
60,021
+38,034
2914
$1.07M ﹤0.01%
61,387
-3,530
2915
$1.07M ﹤0.01%
37,801
+1,415
2916
$1.06M ﹤0.01%
59,546
+17,027
2917
$1.06M ﹤0.01%
31,375
+2,112
2918
$1.06M ﹤0.01%
74,534
+3,852
2919
$1.06M ﹤0.01%
37,403
+7,967
2920
$1.06M ﹤0.01%
2,774
-1,159
2921
$1.06M ﹤0.01%
56,039
-2,453
2922
$1.06M ﹤0.01%
81,380
-9,255
2923
$1.06M ﹤0.01%
34,232
+7,810
2924
$1.06M ﹤0.01%
56,182
+4,374
2925
$1.06M ﹤0.01%
29,503
-10,491
115 116
117
118 119