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
376
$65.2M 0.03%
989,216
-280,592
377
$65.1M 0.03%
1,580,713
-618,847
378
$64.5M 0.03%
411,459
-44,986
379
$64.4M 0.03%
658,609
+198,802
380
$64.2M 0.03%
1,598,336
+28,663
381
$64M 0.03%
846,729
-189,044
382
$63.6M 0.03%
1,002,238
-351,198
383
$62.5M 0.03%
351,045
-95,568
384
$62.2M 0.03%
3,343,857
-792,029
385
$62.1M 0.03%
1,838,818
+1,277,286
386
$62M 0.03%
3,780,478
+90,191
387
$61.8M 0.03%
860,967
+64,414
388
$61.7M 0.03%
461,391
-76,270
389
$61.5M 0.03%
2,593,603
+1,179,351
390
$61.5M 0.03%
1,847,587
-467,883
391
$61.4M 0.03%
1,358,882
+53,293
392
$61.3M 0.03%
1,522,948
-7,161
393
$61.1M 0.03%
1,866,347
-507,407
394
$61.1M 0.03%
209,425
-68,203
395
$60.9M 0.03%
2,412,457
-1,098,778
396
$60.8M 0.03%
1,443,786
+88,431
397
$60.8M 0.03%
1,541,672
-149,031
398
$60.8M 0.03%
394,164
+860
399
$60.6M 0.03%
1,808,665
+142,459
400
$60.6M 0.03%
1,287,985
-263,359
14 15
16
17 18