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
2951
$1.04M ﹤0.01%
64,300
+1,655
2952
$1.04M ﹤0.01%
44,028
+5,492
2953
$1.03M ﹤0.01%
43,237
+12,663
2954
$1.03M ﹤0.01%
49,103
+43,892
2955
$1.03M ﹤0.01%
35,112
+3,147
2956
$1.03M ﹤0.01%
43,330
+11,523
2957
$1.03M ﹤0.01%
61,908
+60,801
2958
$1.02M ﹤0.01%
174,872
+12,999
2959
$1.02M ﹤0.01%
126,511
+8,683
2960
$1.02M ﹤0.01%
24,418
+4,425
2961
$1.02M ﹤0.01%
29,546
+1,712
2962
$1.02M ﹤0.01%
184,153
+24,356
2963
$1.02M ﹤0.01%
38,885
-11,877
2964
$1.02M ﹤0.01%
75,218
+25,321
2965
$1.02M ﹤0.01%
42,248
-31,647
2966
$1.02M ﹤0.01%
27,741
+5,389
2967
$1.01M ﹤0.01%
125,544
+13,659
2968
$1.01M ﹤0.01%
106,614
+73,155
2969
$1.01M ﹤0.01%
98,430
+42,396
2970
$1.01M ﹤0.01%
41,561
-8,333
2971
$1.01M ﹤0.01%
33,581
+8,920
2972
$1.01M ﹤0.01%
11,184
-25,329
2973
$1.01M ﹤0.01%
61,555
+26,804
2974
$1.01M ﹤0.01%
18,867
+2,367
2975
$1.01M ﹤0.01%
123,599
-15,098,106
117 118
119
120 121