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
326
$162M 0.04%
2,070,937
+317,339
327
$162M 0.04%
1,034,323
+463,726
328
$162M 0.04%
664,821
+144,508
329
$161M 0.04%
409,034
+28,018
330
$161M 0.04%
2,366,320
-66,601
331
$160M 0.04%
647,076
+61,715
332
$159M 0.04%
2,449,215
-53,803
333
$159M 0.04%
1,881,832
+1,056,357
334
$159M 0.04%
937,633
-31,713
335
$159M 0.04%
104,855
-2,371
336
$158M 0.04%
637,804
-6,520
337
$158M 0.04%
1,941,572
+333,351
338
$157M 0.04%
3,607,477
-104,539
339
$157M 0.04%
1,550,960
+260,070
340
$156M 0.04%
3,029,558
+261,427
341
$156M 0.04%
1,327,918
+241,409
342
$156M 0.04%
1,471,574
+180,667
343
$155M 0.04%
959,742
+119,703
344
$154M 0.04%
1,112,663
+84,435
345
$154M 0.04%
1,469,707
+126,761
346
$153M 0.04%
351,282
+102,937
347
$153M 0.04%
2,805,788
-203,158
348
$152M 0.04%
1,297,238
+8,010
349
$152M 0.04%
2,049,954
+222,711
350
$152M 0.04%
1,316,276
+6,007
12 13
14
15 16