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
426
$121M 0.03%
230,645
+25,222
427
$120M 0.03%
1,507,195
-98,317
428
$120M 0.03%
460,014
+154,887
429
$119M 0.03%
3,622,083
+273,399
430
$118M 0.03%
817,392
+33,344
431
$118M 0.03%
470,221
+108,780
432
$117M 0.03%
2,586,304
+1,723,009
433
$117M 0.03%
2,042,519
-248,044
434
$117M 0.03%
2,030,496
+699,730
435
$117M 0.03%
958,158
-17,068
436
$117M 0.03%
1,284,268
+241,970
437
$116M 0.03%
703,476
+76,946
438
$115M 0.03%
4,098,595
+548,440
439
$115M 0.03%
36,524
+3,213
440
$115M 0.03%
6,326,014
-530,941
441
$115M 0.03%
420,430
+227,231
442
$114M 0.03%
168,535
-25,751
443
$114M 0.03%
2,065,245
-134,763
444
$114M 0.03%
1,130,248
-41,173
445
$113M 0.03%
645,230
-15,964
446
$113M 0.03%
856,369
+652,820
447
$113M 0.03%
4,427,335
+170,312
448
$113M 0.03%
1,952,290
+212,502
449
$112M 0.03%
206,831
-2,607
450
$112M 0.03%
314,256
+4,417
16 17
18
19 20