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
3851
$686K ﹤0.01%
180,059
+180,000
3852
$685K ﹤0.01%
40,534
+4,697
3853
$683K ﹤0.01%
31,463
+2,316
3854
$683K ﹤0.01%
57,209
+12,301
3855
$683K ﹤0.01%
21,135
+21,115
3856
$682K ﹤0.01%
6,211
+2,718
3857
$681K ﹤0.01%
39,594
+4,143
3858
$679K ﹤0.01%
13,660
+563
3859
$679K ﹤0.01%
30,207
-5,330
3860
$679K ﹤0.01%
70,734
+31,953
3861
$677K ﹤0.01%
28,227
-253
3862
$677K ﹤0.01%
42,245
+19,103
3863
$676K ﹤0.01%
30,000
+19,439
3864
$675K ﹤0.01%
19,256
-191
3865
$675K ﹤0.01%
118,783
+112,772
3866
$674K ﹤0.01%
47,651
-52,858
3867
$671K ﹤0.01%
34,800
-151,045
3868
$669K ﹤0.01%
154,930
-12,145
3869
$669K ﹤0.01%
18,504
+13,297
3870
$669K ﹤0.01%
22,836
-925
3871
$667K ﹤0.01%
47,171
-68,370
3872
$666K ﹤0.01%
11,404
-12,385
3873
$666K ﹤0.01%
83,935
-6,280
3874
$664K ﹤0.01%
42,057
-18,360
3875
$664K ﹤0.01%
43,919
+9,293
153 154
155
156 157