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
401
$129M 0.03%
4,822,044
+4,763,058
402
$129M 0.03%
2,235,363
+600,087
403
$129M 0.03%
2,710,841
-30,173
404
$128M 0.03%
1,896,370
-481,973
405
$128M 0.03%
967,615
+274,579
406
$128M 0.03%
402,636
-29,855
407
$127M 0.03%
124,672
+15,739
408
$127M 0.03%
4,666,254
-46,689
409
$126M 0.03%
5,116,238
+149,593
410
$126M 0.03%
1,022,705
-234,680
411
$126M 0.03%
1,803,820
+745,806
412
$125M 0.03%
1,024,967
+190,561
413
$125M 0.03%
9,409,725
-3,772,019
414
$125M 0.03%
1,849,726
-206,034
415
$123M 0.03%
3,339,685
+1,359,990
416
$123M 0.03%
1,592,849
+448,867
417
$122M 0.03%
1,191,349
+90,257
418
$122M 0.03%
1,364,551
-275,138
419
$122M 0.03%
3,340,529
+275,117
420
$122M 0.03%
1,181,248
+91,117
421
$122M 0.03%
1,490,224
+292,176
422
$121M 0.03%
2,297,020
+693,860
423
$121M 0.03%
2,889,119
-157,977
424
$121M 0.03%
554,173
+341,158
425
$121M 0.03%
1,511,678
-11,346
15 16
17
18 19