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
276
$106M 0.05%
2,876,615
+161,791
277
$105M 0.05%
699,451
-32,191
278
$105M 0.05%
1,155,378
+108,831
279
$105M 0.05%
1,522,807
-221,440
280
$104M 0.05%
5,821,329
-1,183,325
281
$104M 0.05%
1,194,370
-32,597
282
$104M 0.05%
3,417,226
+143,284
283
$103M 0.05%
1,244,033
-128,985
284
$103M 0.05%
960,304
+89,134
285
$102M 0.05%
2,378,941
-698,500
286
$102M 0.05%
7,218,185
-1,258,500
287
$101M 0.05%
1,174,369
+324,029
288
$101M 0.05%
2,952,523
+87,239
289
$99.8M 0.05%
761,420
-216,194
290
$99.7M 0.05%
662,328
-68,707
291
$99.6M 0.05%
3,001,567
+1,043,246
292
$98.5M 0.04%
986,627
+133,682
293
$98.5M 0.04%
1,317,533
+51,560
294
$98.1M 0.04%
373,635
-34,717
295
$97.3M 0.04%
9,744,270
-5,226
296
$95.8M 0.04%
2,334,386
-408,184
297
$95.6M 0.04%
1,398,543
-563,400
298
$95.4M 0.04%
593,486
+73,613
299
$95.4M 0.04%
2,308,983
+377,685
300
$95.1M 0.04%
647,504
+183,118
10 11
12
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