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
351
$74.2M 0.03%
821,695
-105,972
352
$74.2M 0.03%
1,030,651
-24,205
353
$74M 0.03%
470,580
-122,631
354
$73.8M 0.03%
2,296,460
+198,762
355
$73.7M 0.03%
241
-36
356
$73.6M 0.03%
491,922
+6,774
357
$73.3M 0.03%
2,113,853
+1,162,708
358
$73.2M 0.03%
927,791
-649,923
359
$73.1M 0.03%
1,206,165
-595,423
360
$73.1M 0.03%
588,290
-15,146
361
$72.1M 0.03%
973,591
+739,059
362
$71.7M 0.03%
1,809,557
+238,014
363
$70.9M 0.03%
1,451,985
+1,409,298
364
$69.7M 0.03%
1,496,200
+840,211
365
$69.4M 0.03%
1,814,807
+525,724
366
$69.2M 0.03%
1,959,484
-200,690
367
$68.9M 0.03%
2,204,244
+817,600
368
$68.7M 0.03%
1,362,313
+8,783
369
$67.8M 0.03%
1,307,783
+162,468
370
$67.4M 0.03%
1,374,047
+495,571
371
$66.6M 0.03%
304,275
+62,722
372
$66.2M 0.03%
912,468
+191,799
373
$65.8M 0.03%
3,799,487
-193,277
374
$65.8M 0.03%
1,121,364
-73,099
375
$65.7M 0.03%
1,334,830
-323,147
13 14
15
16 17