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
3526
$1.04M ﹤0.01%
146,841
-84,172
3527
$1.03M ﹤0.01%
343,218
-98,360
3528
$1.03M ﹤0.01%
23,858
-5,653
3529
$1.03M ﹤0.01%
67,814
-9,435
3530
$1.03M ﹤0.01%
70,634
+20,376
3531
$1.03M ﹤0.01%
56,181
+35,275
3532
$1.03M ﹤0.01%
7,914
+6,931
3533
$1.03M ﹤0.01%
308,063
+43,737
3534
$1.03M ﹤0.01%
+47,598
3535
$1.02M ﹤0.01%
35,577
-22,236
3536
$1.02M ﹤0.01%
+23,323
3537
$1.02M ﹤0.01%
29,550
+7,425
3538
$1.02M ﹤0.01%
17,229
-1,955
3539
$1.02M ﹤0.01%
24,292
+18,741
3540
$1.01M ﹤0.01%
84,195
-1,807
3541
$1.01M ﹤0.01%
89,792
+14,198
3542
$1.01M ﹤0.01%
30,010
+8,737
3543
$1.01M ﹤0.01%
18,537
-7,059
3544
$1.01M ﹤0.01%
69,418
+49,066
3545
$1.01M ﹤0.01%
30,032
-2,653
3546
$1.01M ﹤0.01%
49,715
+832
3547
$1.01M ﹤0.01%
28,051
+798
3548
$1.01M ﹤0.01%
85,610
-4,756
3549
$1.01M ﹤0.01%
73,110
+38,056
3550
$1.01M ﹤0.01%
200,782
-52,706
140 141
142
143 144