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
$174B
AUM Growth
-$28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,620
New
Increased
Reduced
Closed

Top Buys

1
+$1.68B
2
+$776M
3
+$580M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$479M
5
UBS icon
UBS Group
UBS
+$380M

Top Sells

1
+$1.06B
2
+$633M
3
+$528M
4
MSFT icon
Microsoft
MSFT
+$443M
5
AMZN icon
Amazon
AMZN
+$423M

Sector Composition

1 Technology 10.17%
2 Financials 8.41%
3 Healthcare 7.93%
4 Consumer Discretionary 6.47%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$86.1M 0.04%
453,200
+298,446
327
$84.9M 0.04%
2,114,248
+404,039
328
$84.6M 0.04%
1,184,563
+99,337
329
$84.6M 0.04%
2,938,848
+1,183,596
330
$82.5M 0.04%
886,782
+110,352
331
$82.4M 0.04%
2,952,885
+60,833
332
$82.1M 0.04%
1,064,445
+148,781
333
$81.8M 0.04%
10,113,628
+6,782,403
334
$81.4M 0.04%
2,594,418
+137,694
335
$81.1M 0.04%
14,147,635
+11,080,547
336
$81M 0.04%
1,356,257
-227,197
337
$80.8M 0.04%
614,151
-119,317
338
$80.7M 0.04%
2,124,880
-253,790
339
$80.4M 0.04%
421,148
+371,510
340
$79.7M 0.04%
4,546,294
+577,971
341
$79.7M 0.04%
2,029,791
-383,702
342
$79.3M 0.04%
1,650,196
+54,560
343
$79.3M 0.04%
1,684,485
+166,150
344
$79.3M 0.04%
1,476,932
+175,476
345
$78.2M 0.04%
1,093,621
+131,391
346
$78M 0.04%
432,033
-24,006
347
$77.2M 0.04%
4,003,185
-2,475,620
348
$76.5M 0.03%
730,772
-78,496
349
$75.5M 0.03%
1,633,778
+4,297
350
$74.9M 0.03%
1,075,810
-35,354
12 13
14
15 16