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
3301
$1.39M ﹤0.01%
80,459
-19,401
3302
$1.39M ﹤0.01%
2,828
-532
3303
$1.39M ﹤0.01%
130,923
-7,447
3304
$1.39M ﹤0.01%
37,681
-1,512
3305
$1.39M ﹤0.01%
210,496
+2,632
3306
$1.39M ﹤0.01%
288,857
-35,789
3307
$1.38M ﹤0.01%
121,618
-28,667
3308
$1.38M ﹤0.01%
50,585
+27,092
3309
$1.38M ﹤0.01%
14,523
-24,164
3310
$1.38M ﹤0.01%
229,486
+50,794
3311
$1.38M ﹤0.01%
116,398
-36,660
3312
$1.38M ﹤0.01%
37,585
-10,780
3313
$1.38M ﹤0.01%
46,486
+830
3314
$1.38M ﹤0.01%
24,665
+6,756
3315
$1.38M ﹤0.01%
35,160
+290
3316
$1.37M ﹤0.01%
21,983
+3,018
3317
$1.37M ﹤0.01%
29,510
+5,222
3318
$1.37M ﹤0.01%
48,885
+8,751
3319
$1.36M ﹤0.01%
98,523
+94,547
3320
$1.36M ﹤0.01%
89,506
-173,841
3321
$1.36M ﹤0.01%
82,838
+51,933
3322
$1.36M ﹤0.01%
58,386
+95
3323
$1.35M ﹤0.01%
35,334
+11,222
3324
$1.35M ﹤0.01%
151,590
-59,147
3325
$1.35M ﹤0.01%
+74,118
131 132
133
134 135