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
3101
$1.71M ﹤0.01%
35,002
-20,783
3102
$1.71M ﹤0.01%
14,433
+3,132
3103
$1.71M ﹤0.01%
130,941
-13,887
3104
$1.7M ﹤0.01%
207,947
-11,826
3105
$1.7M ﹤0.01%
53,215
-1,483
3106
$1.7M ﹤0.01%
164,248
-24,060
3107
$1.7M ﹤0.01%
246,702
-7,771
3108
$1.7M ﹤0.01%
13,638
+2,197
3109
$1.7M ﹤0.01%
24,087
-13,488
3110
$1.7M ﹤0.01%
79,609
-143,483
3111
$1.69M ﹤0.01%
251,043
+249,208
3112
$1.69M ﹤0.01%
34,132
-50,543
3113
$1.69M ﹤0.01%
67,521
-1,210
3114
$1.69M ﹤0.01%
108,888
+36,341
3115
$1.68M ﹤0.01%
158,670
+12,917
3116
$1.68M ﹤0.01%
37,102
-2,791
3117
$1.68M ﹤0.01%
28,392
-11,471
3118
$1.68M ﹤0.01%
48,693
+442
3119
$1.68M ﹤0.01%
82,982
+25,462
3120
$1.68M ﹤0.01%
19,770
+457
3121
$1.68M ﹤0.01%
66,382
+65,181
3122
$1.68M ﹤0.01%
43,945
+32,656
3123
$1.68M ﹤0.01%
33,725
-3,019
3124
$1.67M ﹤0.01%
117,459
+117,308
3125
$1.67M ﹤0.01%
536,307
-44,271
123 124
125
126 127