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
2901
$2.19M ﹤0.01%
330,019
+6,320
2902
$2.19M ﹤0.01%
+199,907
2903
$2.19M ﹤0.01%
326,616
+65,558
2904
$2.19M ﹤0.01%
25,997
-197
2905
$2.19M ﹤0.01%
9,579
-1,809
2906
$2.19M ﹤0.01%
25,415
+11,289
2907
$2.18M ﹤0.01%
266,381
+261,311
2908
$2.18M ﹤0.01%
121,976
-18,750
2909
$2.18M ﹤0.01%
112,435
-55,265
2910
$2.18M ﹤0.01%
40,805
-11,914
2911
$2.17M ﹤0.01%
133,012
-12,474
2912
$2.17M ﹤0.01%
97,849
-180,395
2913
$2.17M ﹤0.01%
51,288
-28,262
2914
$2.17M ﹤0.01%
86,771
-86,842
2915
$2.16M ﹤0.01%
84,191
+23,863
2916
$2.15M ﹤0.01%
50,989
-911
2917
$2.14M ﹤0.01%
29,451
+8,721
2918
$2.14M ﹤0.01%
278,309
+38,535
2919
$2.14M ﹤0.01%
95,484
+93
2920
$2.14M ﹤0.01%
350,592
-5,558
2921
$2.14M ﹤0.01%
99,139
+4,909
2922
$2.13M ﹤0.01%
704,191
+572,319
2923
$2.13M ﹤0.01%
49,711
+14,734
2924
$2.13M ﹤0.01%
49,132
+553
2925
$2.13M ﹤0.01%
36,191
-10,961
115 116
117
118 119