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
3326
$1.35M ﹤0.01%
53,304
+1,158
3327
$1.35M ﹤0.01%
272,814
-46,312
3328
$1.35M ﹤0.01%
241,688
-92,968
3329
$1.35M ﹤0.01%
63,181
+62,837
3330
$1.34M ﹤0.01%
20,245
-746
3331
$1.34M ﹤0.01%
164,425
+14,744
3332
$1.34M ﹤0.01%
68,050
+4,935
3333
$1.34M ﹤0.01%
50,230
-1,141
3334
$1.34M ﹤0.01%
33,340
+3,041
3335
$1.34M ﹤0.01%
41,552
+7,134
3336
$1.34M ﹤0.01%
143,302
-10,157
3337
$1.34M ﹤0.01%
96,227
+33,138
3338
$1.33M ﹤0.01%
163,777
+20,762
3339
$1.33M ﹤0.01%
82,783
+57,830
3340
$1.33M ﹤0.01%
31,317
-5,587
3341
$1.32M ﹤0.01%
58,620
-1,055
3342
$1.32M ﹤0.01%
11,768
+2,573
3343
$1.32M ﹤0.01%
55,570
+5,124
3344
$1.32M ﹤0.01%
42,081
+1,513
3345
$1.32M ﹤0.01%
474,069
-66,536
3346
$1.32M ﹤0.01%
136,012
-87,029
3347
$1.31M ﹤0.01%
10,796
-1,977
3348
$1.31M ﹤0.01%
483,944
+462,722
3349
$1.31M ﹤0.01%
22,991
+12,338
3350
$1.31M ﹤0.01%
77,744
-4,378
132 133
134
135 136