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
3001
$1.98M ﹤0.01%
74,785
-7,864
3002
$1.98M ﹤0.01%
30,744
-3,599
3003
$1.98M ﹤0.01%
97,607
-8,476
3004
$1.97M ﹤0.01%
476,942
+325,674
3005
$1.97M ﹤0.01%
12,671
-211
3006
$1.97M ﹤0.01%
14,119
-98
3007
$1.97M ﹤0.01%
60,848
-598
3008
$1.96M ﹤0.01%
58,129
+16,712
3009
$1.96M ﹤0.01%
173,161
+120,663
3010
$1.95M ﹤0.01%
46,022
-26,219
3011
$1.95M ﹤0.01%
92,227
+50,820
3012
$1.95M ﹤0.01%
45,255
-39,067
3013
$1.95M ﹤0.01%
72,427
+16,386
3014
$1.94M ﹤0.01%
120,417
+7,641
3015
$1.93M ﹤0.01%
119,029
-1,989
3016
$1.93M ﹤0.01%
13,179
-2,259
3017
$1.93M ﹤0.01%
190,451
-547,954
3018
$1.92M ﹤0.01%
62,388
+27,655
3019
$1.92M ﹤0.01%
162,857
-29,995
3020
$1.92M ﹤0.01%
98,738
+17,277
3021
$1.92M ﹤0.01%
71,120
-38,100
3022
$1.92M ﹤0.01%
68,299
-6,266
3023
$1.91M ﹤0.01%
323,994
+92,676
3024
$1.91M ﹤0.01%
21,591
-1,664
3025
$1.91M ﹤0.01%
356,091
+261,045
119 120
121
122 123