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
$174B
AUM Growth
-$28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,620
New
Increased
Reduced
Closed

Top Buys

1
+$1.68B
2
+$776M
3
+$580M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$479M
5
UBS icon
UBS Group
UBS
+$380M

Top Sells

1
+$1.06B
2
+$633M
3
+$528M
4
MSFT icon
Microsoft
MSFT
+$443M
5
AMZN icon
Amazon
AMZN
+$423M

Sector Composition

1 Technology 10.17%
2 Financials 8.41%
3 Healthcare 7.93%
4 Consumer Discretionary 6.47%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$94.3M 0.04%
877,341
+64,051
302
$94.2M 0.04%
428,454
-80,246
303
$94M 0.04%
1,056,859
+10,371
304
$93.8M 0.04%
1,251,667
+91,562
305
$93.3M 0.04%
4,457,675
+464,703
306
$92.7M 0.04%
5,921,457
-317,439
307
$92.2M 0.04%
1,440,909
+24,119
308
$92M 0.04%
2,321,485
-575,969
309
$91.7M 0.04%
1,796,619
+749,339
310
$91.6M 0.04%
1,743,330
+1,091,843
311
$90.9M 0.04%
2,718,461
-471,236
312
$90.7M 0.04%
1,671,272
+71,976
313
$90.3M 0.04%
1,119,912
-192,518
314
$90.3M 0.04%
3,498,633
+1,358,775
315
$90.2M 0.04%
809,123
-105,312
316
$89.7M 0.04%
2,491,489
-143,461
317
$89.5M 0.04%
559,463
-66,551
318
$89M 0.04%
1,568,380
-530,094
319
$88.5M 0.04%
859,584
+688,197
320
$88M 0.04%
1,736,733
-379,041
321
$87.4M 0.04%
1,374,599
+160,532
322
$87.1M 0.04%
584,046
-77,841
323
$86.6M 0.04%
1,252,252
-72,450
324
$86.6M 0.04%
3,101,973
+1,246,141
325
$86.3M 0.04%
11,282,557
-6,502,890
11 12
13
14 15