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
3026
$1.91M ﹤0.01%
22,767
-3,175
3027
$1.9M ﹤0.01%
28,726
+21,074
3028
$1.9M ﹤0.01%
39,863
+2,042
3029
$1.9M ﹤0.01%
55,534
+31,275
3030
$1.89M ﹤0.01%
72,548
+22,746
3031
$1.89M ﹤0.01%
45,578
-5,280
3032
$1.89M ﹤0.01%
158,891
+110,330
3033
$1.89M ﹤0.01%
50,895
-12,037
3034
$1.88M ﹤0.01%
349,096
-715,520
3035
$1.88M ﹤0.01%
67,387
+29,011
3036
$1.88M ﹤0.01%
207,574
-8,954
3037
$1.88M ﹤0.01%
20,990
-155
3038
$1.87M ﹤0.01%
48,912
-1,107
3039
$1.87M ﹤0.01%
113,028
-33,756
3040
$1.87M ﹤0.01%
90,841
+19,791
3041
$1.87M ﹤0.01%
37,149
-776
3042
$1.86M ﹤0.01%
45,981
-6,759
3043
$1.86M ﹤0.01%
32,636
+3,710
3044
$1.86M ﹤0.01%
55,654
+12,647
3045
$1.86M ﹤0.01%
65,708
-147,762
3046
$1.86M ﹤0.01%
538,682
+44,136
3047
$1.85M ﹤0.01%
159,118
-59,561
3048
$1.85M ﹤0.01%
99,156
-11,226
3049
$1.85M ﹤0.01%
42,837
+22,240
3050
$1.85M ﹤0.01%
121,399
-6,932
120 121
122
123 124