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
3501
$1.08M ﹤0.01%
75,790
-81,563
3502
$1.08M ﹤0.01%
36,376
-922
3503
$1.07M ﹤0.01%
104,441
+102,713
3504
$1.07M ﹤0.01%
42,798
+9,751
3505
$1.07M ﹤0.01%
143,229
+513
3506
$1.07M ﹤0.01%
116,950
-112,728
3507
$1.07M ﹤0.01%
100,593
+10,049
3508
$1.07M ﹤0.01%
49,307
-3,534
3509
$1.06M ﹤0.01%
72,948
+213
3510
$1.06M ﹤0.01%
8,685
+5,308
3511
$1.06M ﹤0.01%
167,035
-63,754
3512
$1.06M ﹤0.01%
30,186
+19,247
3513
$1.06M ﹤0.01%
25,411
+4,515
3514
$1.05M ﹤0.01%
75,427
-799
3515
$1.05M ﹤0.01%
61,282
-40,332
3516
$1.05M ﹤0.01%
93,457
+58,939
3517
$1.05M ﹤0.01%
198,307
-28,144
3518
$1.05M ﹤0.01%
43,069
-3,563
3519
$1.05M ﹤0.01%
29,071
+17,135
3520
$1.04M ﹤0.01%
66,145
-32,149
3521
$1.04M ﹤0.01%
38,490
-17,693
3522
$1.04M ﹤0.01%
+46,575
3523
$1.04M ﹤0.01%
152,760
+32,553
3524
$1.04M ﹤0.01%
307,298
-1,264
3525
$1.04M ﹤0.01%
213,200
+74,299
139 140
141
142 143