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
3351
$1.31M ﹤0.01%
39,174
-30,271
3352
$1.31M ﹤0.01%
89,224
-1,297
3353
$1.31M ﹤0.01%
19,818
+8,578
3354
$1.3M ﹤0.01%
43,987
-3,136
3355
$1.3M ﹤0.01%
29,472
+23,895
3356
$1.3M ﹤0.01%
11,587
+5,456
3357
$1.3M ﹤0.01%
77,044
-88,175
3358
$1.3M ﹤0.01%
47,140
-3,532
3359
$1.29M ﹤0.01%
61,272
+945
3360
$1.29M ﹤0.01%
94,061
+53,088
3361
$1.29M ﹤0.01%
159,434
+90,348
3362
$1.29M ﹤0.01%
289,653
+37,191
3363
$1.29M ﹤0.01%
58,042
+37,891
3364
$1.29M ﹤0.01%
489,170
+72,293
3365
$1.29M ﹤0.01%
70,834
-8,222
3366
$1.29M ﹤0.01%
258,504
+2,130
3367
$1.29M ﹤0.01%
16,171
-1,899
3368
$1.28M ﹤0.01%
30,666
-945
3369
$1.28M ﹤0.01%
124,329
+10,389
3370
$1.28M ﹤0.01%
115,185
+42,368
3371
$1.28M ﹤0.01%
53,588
-13,482
3372
$1.28M ﹤0.01%
80,741
-2,746
3373
$1.28M ﹤0.01%
13,909
-20,961
3374
$1.28M ﹤0.01%
48,831
+43,401
3375
$1.28M ﹤0.01%
53,434
+614
133 134
135
136 137