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
3601
$932K ﹤0.01%
9,860
-3,582
3602
$932K ﹤0.01%
22,706
+8,316
3603
$930K ﹤0.01%
9,523
-8,583
3604
$928K ﹤0.01%
31,662
-3,733
3605
$927K ﹤0.01%
47,492
-1,995
3606
$926K ﹤0.01%
77,822
-6,183
3607
$924K ﹤0.01%
101,698
-213,863
3608
$922K ﹤0.01%
23,483
+166
3609
$920K ﹤0.01%
24,025
-8,394
3610
$918K ﹤0.01%
40,068
-10,898
3611
$917K ﹤0.01%
31,076
+9,569
3612
$916K ﹤0.01%
21,382
+3,868
3613
$915K ﹤0.01%
91,232
+33,238
3614
$913K ﹤0.01%
41,661
-20,489
3615
$912K ﹤0.01%
41,102
-5,384
3616
$911K ﹤0.01%
10,508
-492
3617
$909K ﹤0.01%
150,968
-35,578
3618
$907K ﹤0.01%
55,889
-4,208
3619
$905K ﹤0.01%
327,873
-667,475
3620
$904K ﹤0.01%
42,815
-749
3621
$904K ﹤0.01%
38,359
-542
3622
$903K ﹤0.01%
17,863
-3,542
3623
$902K ﹤0.01%
167,312
-1,907
3624
$902K ﹤0.01%
25,182
-27,606
3625
$901K ﹤0.01%
36,322
-8,674
143 144
145
146 147