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
3076
$1.78M ﹤0.01%
41,185
-668
3077
$1.77M ﹤0.01%
59,125
+9,531
3078
$1.77M ﹤0.01%
229,829
-5,867
3079
$1.77M ﹤0.01%
62,648
-4,004
3080
$1.77M ﹤0.01%
126,048
+89,876
3081
$1.77M ﹤0.01%
126,482
+16,729
3082
$1.77M ﹤0.01%
22,306
-6,503
3083
$1.77M ﹤0.01%
26,516
-2,321
3084
$1.77M ﹤0.01%
54,380
-4,629
3085
$1.76M ﹤0.01%
162,103
-2,414
3086
$1.76M ﹤0.01%
86,020
+26,473
3087
$1.76M ﹤0.01%
27,031
+15,171
3088
$1.76M ﹤0.01%
182,895
-122,312
3089
$1.75M ﹤0.01%
362,362
+142,006
3090
$1.75M ﹤0.01%
131,261
-6,130
3091
$1.75M ﹤0.01%
38,216
-2,521
3092
$1.75M ﹤0.01%
225,362
-4,069
3093
$1.74M ﹤0.01%
18,037
-8,161
3094
$1.74M ﹤0.01%
143,190
+9,439
3095
$1.74M ﹤0.01%
111,065
+79,482
3096
$1.73M ﹤0.01%
59,094
-11,636
3097
$1.72M ﹤0.01%
35,924
-8,417
3098
$1.72M ﹤0.01%
33,658
-8,577
3099
$1.72M ﹤0.01%
84,726
+890
3100
$1.72M ﹤0.01%
+49,128
122 123
124
125 126