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
3226
$1.5M ﹤0.01%
135,860
+9,681
3227
$1.5M ﹤0.01%
175,035
+57,412
3228
$1.5M ﹤0.01%
28,614
-3,503
3229
$1.5M ﹤0.01%
109,332
-7,528
3230
$1.49M ﹤0.01%
31,109
-17,026
3231
$1.49M ﹤0.01%
321,890
-111,879
3232
$1.49M ﹤0.01%
90,703
+42,794
3233
$1.49M ﹤0.01%
98,930
+87,195
3234
$1.49M ﹤0.01%
49,704
+2,343
3235
$1.48M ﹤0.01%
35,355
-3,985
3236
$1.48M ﹤0.01%
58,243
+51,243
3237
$1.48M ﹤0.01%
13,146
+967
3238
$1.48M ﹤0.01%
47,467
-8,283
3239
$1.48M ﹤0.01%
32,606
-5,978
3240
$1.48M ﹤0.01%
243,006
+38,293
3241
$1.48M ﹤0.01%
73,932
+73,436
3242
$1.47M ﹤0.01%
107,831
-75,030
3243
$1.47M ﹤0.01%
81,934
-25,892
3244
$1.47M ﹤0.01%
144,263
+1,503
3245
$1.47M ﹤0.01%
147,210
+9,967
3246
$1.47M ﹤0.01%
47,023
+9,193
3247
$1.46M ﹤0.01%
157,314
-35,419
3248
$1.46M ﹤0.01%
41,010
-4,127
3249
$1.46M ﹤0.01%
2,210,331
+2,011,915
3250
$1.46M ﹤0.01%
33,360
+2,111
128 129
130
131 132