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
4526
$267K ﹤0.01%
11,156
+427
4527
$266K ﹤0.01%
5,795
-3,201
4528
$265K ﹤0.01%
17,916
+2,780
4529
$265K ﹤0.01%
25,751
-17,251
4530
$264K ﹤0.01%
+18,984
4531
$264K ﹤0.01%
343,855
-34,499
4532
$264K ﹤0.01%
3,718
-357
4533
$263K ﹤0.01%
10,722
-2,114
4534
$263K ﹤0.01%
3,684
+3,455
4535
$263K ﹤0.01%
44,279
+7,056
4536
$262K ﹤0.01%
61,902
-2,471
4537
$262K ﹤0.01%
6,900
-1,000
4538
$262K ﹤0.01%
54,990
-4,164
4539
$261K ﹤0.01%
33,097
+906
4540
$260K ﹤0.01%
9,756
+14
4541
$260K ﹤0.01%
41,617
-1,592
4542
$260K ﹤0.01%
31,978
-2,740
4543
$259K ﹤0.01%
16,378
+102
4544
$258K ﹤0.01%
11,020
+1,510
4545
$257K ﹤0.01%
3,625
+3,165
4546
$257K ﹤0.01%
89,386
+34,173
4547
$256K ﹤0.01%
3,606
-1,252
4548
$256K ﹤0.01%
73,330
+3,384
4549
$256K ﹤0.01%
47,940
+3,220
4550
$255K ﹤0.01%
70,967
+10,541
180 181
182
183 184