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
3151
$1.62M ﹤0.01%
171,387
-6,595
3152
$1.62M ﹤0.01%
114,921
+15,435
3153
$1.62M ﹤0.01%
65,972
-636
3154
$1.62M ﹤0.01%
145,543
+4,381
3155
$1.61M ﹤0.01%
65,043
+1,352
3156
$1.61M ﹤0.01%
161,541
+39,921
3157
$1.61M ﹤0.01%
28,615
-2,490
3158
$1.61M ﹤0.01%
55,012
-4,576
3159
$1.61M ﹤0.01%
139,101
-36,441
3160
$1.6M ﹤0.01%
254,580
+123,995
3161
$1.6M ﹤0.01%
28,283
-5,634
3162
$1.6M ﹤0.01%
74,745
+43,834
3163
$1.6M ﹤0.01%
43,191
-321
3164
$1.6M ﹤0.01%
111,948
+94,506
3165
$1.6M ﹤0.01%
101,123
-136,135
3166
$1.59M ﹤0.01%
42,343
-17,570
3167
$1.59M ﹤0.01%
34,007
+3,339
3168
$1.59M ﹤0.01%
88,500
-12,533
3169
$1.59M ﹤0.01%
50,734
-15,831
3170
$1.59M ﹤0.01%
68,535
-25,765
3171
$1.59M ﹤0.01%
79,759
+26,979
3172
$1.59M ﹤0.01%
71,909
-47,861
3173
$1.58M ﹤0.01%
86,228
+29,722
3174
$1.58M ﹤0.01%
31,879
+529
3175
$1.58M ﹤0.01%
106,571
-5,206
125 126
127
128 129