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
3126
$1.67M ﹤0.01%
105,351
+40,570
3127
$1.67M ﹤0.01%
76,090
+5,957
3128
$1.67M ﹤0.01%
155,439
-8,613
3129
$1.67M ﹤0.01%
43,187
+1,894
3130
$1.67M ﹤0.01%
24,570
-799
3131
$1.67M ﹤0.01%
90,262
+32,097
3132
$1.67M ﹤0.01%
45,307
-2,967
3133
$1.66M ﹤0.01%
37,375
-26,355
3134
$1.66M ﹤0.01%
65,431
+5,942
3135
$1.66M ﹤0.01%
166,226
+14,200
3136
$1.66M ﹤0.01%
51,066
+12,625
3137
$1.66M ﹤0.01%
44,039
-1,201
3138
$1.66M ﹤0.01%
49,501
-3,939
3139
$1.66M ﹤0.01%
121,774
+110,256
3140
$1.65M ﹤0.01%
+112,856
3141
$1.65M ﹤0.01%
31,964
-2,693
3142
$1.65M ﹤0.01%
75,393
-7,229
3143
$1.65M ﹤0.01%
10,881
+245
3144
$1.64M ﹤0.01%
22,331
-7,148
3145
$1.64M ﹤0.01%
15,729
-1,430
3146
$1.64M ﹤0.01%
181,934
-9,140
3147
$1.63M ﹤0.01%
331,654
+300,277
3148
$1.63M ﹤0.01%
+40,000
3149
$1.63M ﹤0.01%
102,612
+25,388
3150
$1.62M ﹤0.01%
27,969
+10,573
124 125
126
127 128