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
426
$56.7M 0.03%
663,383
-443,077
427
$56.4M 0.03%
2,299,275
+5,147
428
$56.1M 0.03%
2,244,712
+647,140
429
$56M 0.03%
3,870,130
+1,862,374
430
$55.3M 0.03%
2,360,114
-170,866
431
$55.2M 0.03%
5,194,348
+5,136,448
432
$55.1M 0.03%
1,436,420
+291,964
433
$55M 0.03%
2,037,039
-182,644
434
$54.8M 0.02%
1,129,637
+42,959
435
$54.7M 0.02%
1,050,080
-18,294
436
$54.7M 0.02%
1,174,804
-736,860
437
$54.6M 0.02%
894,278
+270,383
438
$54.5M 0.02%
3,444,317
+289,952
439
$54.5M 0.02%
469,862
+21,517
440
$54.5M 0.02%
1,140,462
-46,068
441
$54.4M 0.02%
1,435,740
-716,681
442
$54.3M 0.02%
4,123,392
-585,904
443
$54.1M 0.02%
1,102,029
+202,602
444
$53.8M 0.02%
826,596
-36,694
445
$53.6M 0.02%
471,996
+467,482
446
$53.5M 0.02%
780,211
-213,844
447
$53.2M 0.02%
2,185,043
+541,870
448
$52.8M 0.02%
1,223,417
+1,213,643
449
$52.4M 0.02%
1,173,274
-134,447
450
$52.2M 0.02%
624,713
-105,772
16 17
18
19 20