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
3251
$1.46M ﹤0.01%
17,384
-1,884
3252
$1.46M ﹤0.01%
60,522
-10,919
3253
$1.45M ﹤0.01%
26,607
-56,601
3254
$1.45M ﹤0.01%
85,210
-6,595
3255
$1.45M ﹤0.01%
87,983
-7,242
3256
$1.45M ﹤0.01%
64,166
+45,424
3257
$1.44M ﹤0.01%
300,679
-18,058
3258
$1.44M ﹤0.01%
15,244
-3,707
3259
$1.44M ﹤0.01%
40,722
+9,550
3260
$1.44M ﹤0.01%
31,180
+1,645
3261
$1.44M ﹤0.01%
50,045
+8,709
3262
$1.44M ﹤0.01%
74,138
+29
3263
$1.44M ﹤0.01%
87,944
-71,994
3264
$1.44M ﹤0.01%
52,046
-106,933
3265
$1.44M ﹤0.01%
185,196
+181,696
3266
$1.43M ﹤0.01%
40,479
+14,648
3267
$1.43M ﹤0.01%
135,114
+3,934
3268
$1.43M ﹤0.01%
113,502
+6,377
3269
$1.43M ﹤0.01%
67,823
-4,058
3270
$1.43M ﹤0.01%
23,043
-2,715
3271
$1.42M ﹤0.01%
22,304
+12,296
3272
$1.42M ﹤0.01%
110,948
+19,562
3273
$1.42M ﹤0.01%
29,623
+8,280
3274
$1.42M ﹤0.01%
141,417
-272,833
3275
$1.42M ﹤0.01%
630,335
+470,047
129 130
131
132 133