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
451
$112M 0.03%
1,061,874
+67,302
452
$111M 0.03%
608,691
+118,297
453
$110M 0.03%
3,048,174
+621,893
454
$110M 0.03%
3,098,674
+886,263
455
$110M 0.03%
1,482,672
+627,950
456
$110M 0.03%
1,838,217
+888,686
457
$110M 0.03%
1,889,067
+270,488
458
$109M 0.03%
3,426,948
-56,299
459
$109M 0.03%
512,661
+103,029
460
$109M 0.03%
549,697
-42,712
461
$108M 0.03%
1,017,188
+143,919
462
$108M 0.03%
1,376,945
+520,658
463
$107M 0.03%
718,382
+137,172
464
$106M 0.03%
3,266,147
+921,135
465
$106M 0.03%
653,961
+82,189
466
$106M 0.03%
2,015,690
+887,850
467
$105M 0.03%
171,530
+44,088
468
$105M 0.03%
1,188,966
+184,273
469
$104M 0.03%
474,634
-42,670
470
$103M 0.03%
3,690,288
+699,704
471
$103M 0.03%
4,486,801
-973,701
472
$103M 0.03%
569,965
+26,569
473
$103M 0.03%
2,068,402
+377,168
474
$103M 0.03%
470,123
+66,298
475
$103M 0.03%
475,826
+137,472
17 18
19
20 21