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
2926
$1.05M ﹤0.01%
72,061
+39,261
2927
$1.05M ﹤0.01%
21,482
-546
2928
$1.05M ﹤0.01%
80,523
+4,127
2929
$1.05M ﹤0.01%
54,474
-2,386
2930
$1.05M ﹤0.01%
15,485
-1,359
2931
$1.05M ﹤0.01%
85,996
-20,722
2932
$1.05M ﹤0.01%
13,161
+12,661
2933
$1.05M ﹤0.01%
48,397
+35,760
2934
$1.05M ﹤0.01%
100,786
-54
2935
$1.05M ﹤0.01%
43,351
+10,624
2936
$1.05M ﹤0.01%
28,266
+1,453
2937
$1.05M ﹤0.01%
170,023
-15,965
2938
$1.05M ﹤0.01%
23,592
+9,284
2939
$1.05M ﹤0.01%
78,734
+18,341
2940
$1.05M ﹤0.01%
154,404
+69,160
2941
$1.05M ﹤0.01%
16,981
-1,503
2942
$1.04M ﹤0.01%
56,930
-159,064
2943
$1.04M ﹤0.01%
58,895
-21,855
2944
$1.04M ﹤0.01%
101,832
+81,456
2945
$1.04M ﹤0.01%
75,777
-4,831
2946
$1.04M ﹤0.01%
24,918
+1,222
2947
$1.04M ﹤0.01%
24,371
-493
2948
$1.04M ﹤0.01%
15,475
+2,828
2949
$1.04M ﹤0.01%
72,100
+27,170
2950
$1.04M ﹤0.01%
52,757
-105,609
116 117
118
119 120