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
2976
$2.04M ﹤0.01%
41,615
-18,933
2977
$2.04M ﹤0.01%
25,438
+24,922
2978
$2.03M ﹤0.01%
32,950
+14,335
2979
$2.03M ﹤0.01%
26,263
-754
2980
$2.03M ﹤0.01%
55,329
+28,792
2981
$2.03M ﹤0.01%
46,392
+16,359
2982
$2.03M ﹤0.01%
41,123
-11,381
2983
$2.03M ﹤0.01%
1,033,881
+151,793
2984
$2.02M ﹤0.01%
132,201
+33,415
2985
$2.02M ﹤0.01%
80,021
-173,345
2986
$2.02M ﹤0.01%
49,893
+13,469
2987
$2.02M ﹤0.01%
45,181
-11,507
2988
$2.02M ﹤0.01%
36,144
-64,875
2989
$2.01M ﹤0.01%
26,800
+10,707
2990
$2M ﹤0.01%
150,260
-37,594
2991
$2M ﹤0.01%
191,551
-11,118
2992
$2M ﹤0.01%
44,540
+39,089
2993
$2M ﹤0.01%
52,849
-12,123
2994
$1.99M ﹤0.01%
154,374
-874
2995
$1.99M ﹤0.01%
55,193
-7,491
2996
$1.99M ﹤0.01%
91,255
-42,831
2997
$1.98M ﹤0.01%
134,975
+12,526
2998
$1.98M ﹤0.01%
45,386
+42,911
2999
$1.98M ﹤0.01%
52,943
+52,135
3000
$1.98M ﹤0.01%
33,624
-345
118 119
120
121 122