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
401
$60.5M 0.03%
201,215
-170,596
402
$60.2M 0.03%
1,308,546
+191,494
403
$60.2M 0.03%
2,807,081
+48,852
404
$60.2M 0.03%
1,458,510
+730,687
405
$60.2M 0.03%
1,210,887
-118,268
406
$59.9M 0.03%
1,927,811
+1,206,339
407
$59.8M 0.03%
3,949,462
-1,133,638
408
$59.8M 0.03%
2,920,591
-670,453
409
$59.7M 0.03%
444,748
+69,472
410
$59.6M 0.03%
1,524,367
-150,026
411
$59.3M 0.03%
901,055
-614,665
412
$59.1M 0.03%
1,424,107
-978,943
413
$59M 0.03%
1,160,273
-276,361
414
$59M 0.03%
1,343,826
+6,100
415
$58.5M 0.03%
488,310
-157,887
416
$58.4M 0.03%
1,222,579
+80,301
417
$58.2M 0.03%
8,577,330
+8,566,583
418
$58.1M 0.03%
1,216,015
+90,649
419
$58M 0.03%
1,111,808
-332,525
420
$57.6M 0.03%
1,225,502
-63,022
421
$57.5M 0.03%
1,904,169
-74,744
422
$57.3M 0.03%
2,721,348
-242,438
423
$57.2M 0.03%
2,650,138
+2,037,397
424
$57.2M 0.03%
1,702,136
+237,460
425
$57M 0.03%
1,217,205
-220,962
15 16
17
18 19