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
351
$151M 0.04%
1,026,144
+63,286
352
$150M 0.04%
1,654,607
-303,440
353
$150M 0.04%
1,546,738
-114,754
354
$148M 0.04%
992,680
+280,416
355
$147M 0.04%
1,438,989
+338,598
356
$146M 0.04%
1,117,322
+146,483
357
$145M 0.04%
943,320
+169,140
358
$145M 0.04%
499,793
+364,210
359
$144M 0.04%
779,733
+210,442
360
$144M 0.04%
1,694,000
+160,628
361
$143M 0.04%
3,516,566
+1,832,709
362
$143M 0.04%
2,685,590
-198,986
363
$143M 0.04%
2,192,180
+26,612
364
$143M 0.04%
2,415,123
-466,683
365
$143M 0.04%
1,838,879
+813,148
366
$142M 0.04%
760,462
+169,425
367
$142M 0.04%
5,426,398
+1,192,521
368
$141M 0.04%
857,361
+306,651
369
$141M 0.04%
1,511,712
+439,429
370
$141M 0.04%
2,765,492
-118,831
371
$141M 0.04%
1,644,162
-316,482
372
$141M 0.04%
3,105,962
+665,538
373
$141M 0.04%
1,626,831
-122,730
374
$140M 0.03%
1,950,128
+257,367
375
$139M 0.03%
961,843
+348,897
13 14
15
16 17