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
301
$184M 0.05%
10,620,906
+828,424
302
$184M 0.05%
926,335
+28,614
303
$183M 0.05%
2,406,282
+45,069
304
$183M 0.05%
2,790,463
-2,173,930
305
$181M 0.05%
322,361
+13,454
306
$181M 0.05%
2,861,484
+275,710
307
$180M 0.04%
8,809,586
+5,232,911
308
$180M 0.04%
1,896,229
-609,505
309
$180M 0.04%
7,302,553
+2,870,007
310
$178M 0.04%
371,451
-9,114
311
$177M 0.04%
1,972,575
+571,040
312
$176M 0.04%
2,572,490
+204,409
313
$175M 0.04%
1,898,736
+153,665
314
$175M 0.04%
10,417,217
+2,999,420
315
$173M 0.04%
3,673,390
+880,516
316
$172M 0.04%
2,372,048
+846,921
317
$171M 0.04%
1,554,375
-71,179
318
$170M 0.04%
3,140,389
+740,911
319
$170M 0.04%
983,122
+400,596
320
$170M 0.04%
1,068,179
+1,580
321
$169M 0.04%
205,330
+9,395
322
$169M 0.04%
3,511,086
+12,839
323
$165M 0.04%
474,780
+185,311
324
$164M 0.04%
2,231,127
-331,251
325
$163M 0.04%
536,260
+4,965
11 12
13
14 15