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
376
$139M 0.03%
514,419
-29,469
377
$139M 0.03%
1,234,940
+619,479
378
$139M 0.03%
1,894,579
+831,374
379
$139M 0.03%
3,597,968
+1,428,794
380
$139M 0.03%
3,150,116
-171,746
381
$138M 0.03%
1,828,393
+225,857
382
$136M 0.03%
7,460,004
+1,036,428
383
$136M 0.03%
1,422,186
+2,982
384
$136M 0.03%
452,011
-5,025
385
$136M 0.03%
406,281
+55,545
386
$135M 0.03%
909,137
-787,927
387
$135M 0.03%
7,699,373
-857,092
388
$135M 0.03%
565,485
-63,752
389
$135M 0.03%
5,097,144
+1,451,978
390
$135M 0.03%
2,722,087
+1,138,209
391
$134M 0.03%
1,131,394
+1,025,456
392
$134M 0.03%
1,034,691
+115,022
393
$134M 0.03%
3,842,201
+2,136,226
394
$133M 0.03%
891,302
+184,422
395
$132M 0.03%
2,622,689
+591,347
396
$131M 0.03%
336,110
+170,341
397
$131M 0.03%
813,826
-57,801
398
$131M 0.03%
2,216,373
+324,573
399
$130M 0.03%
5,697,125
-145,834
400
$129M 0.03%
2,052,323
+275,491
14 15
16
17 18