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
2926
$2.13M ﹤0.01%
162,758
-8,232
2927
$2.13M ﹤0.01%
14,722
-6,162
2928
$2.13M ﹤0.01%
23,367
-63,994
2929
$2.12M ﹤0.01%
99,918
+89,541
2930
$2.12M ﹤0.01%
58,784
+12,805
2931
$2.11M ﹤0.01%
415,483
+210,198
2932
$2.11M ﹤0.01%
74,539
+16,816
2933
$2.11M ﹤0.01%
52,977
-23,750
2934
$2.11M ﹤0.01%
28,072
-3,912
2935
$2.11M ﹤0.01%
108,501
-34,038
2936
$2.11M ﹤0.01%
203,986
+2,457
2937
$2.11M ﹤0.01%
44,463
-1,272
2938
$2.11M ﹤0.01%
174,841
-9,065
2939
$2.11M ﹤0.01%
23,235
+18,651
2940
$2.1M ﹤0.01%
11,543
+272
2941
$2.1M ﹤0.01%
139,309
+110,079
2942
$2.1M ﹤0.01%
43,148
-8,792
2943
$2.1M ﹤0.01%
408,275
+81,746
2944
$2.1M ﹤0.01%
107,021
-2,610
2945
$2.1M ﹤0.01%
23,809
-4,250
2946
$2.09M ﹤0.01%
75,582
-7,639
2947
$2.09M ﹤0.01%
108,652
+56,581
2948
$2.09M ﹤0.01%
224,867
+135,456
2949
$2.09M ﹤0.01%
18,051
+9,916
2950
$2.09M ﹤0.01%
801,224
+40,895
116 117
118
119 120