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
501
$44.8M 0.02%
775,348
+57,084
502
$44.5M 0.02%
2,897,618
+249,456
503
$44.4M 0.02%
1,010,258
-921,983
504
$44.2M 0.02%
896,542
-417,818
505
$43.8M 0.02%
2,650,931
+1,041,115
506
$43.8M 0.02%
404,973
-22,309
507
$43.6M 0.02%
3,238,209
+174,026
508
$43.5M 0.02%
739,316
+420,860
509
$43.3M 0.02%
1,621,155
-890,000
510
$43.3M 0.02%
356,620
+323,149
511
$43.3M 0.02%
423,530
-48,079
512
$43.1M 0.02%
632,611
-153,830
513
$42.8M 0.02%
993,733
-148,792
514
$42.6M 0.02%
524,805
+29,945
515
$42.6M 0.02%
515,724
-2,176
516
$42.6M 0.02%
1,735,640
-261,420
517
$42.5M 0.02%
314,925
+32,035
518
$42.3M 0.02%
642,452
-143,364
519
$42.3M 0.02%
1,169,200
-96,605
520
$42.2M 0.02%
610,594
+129,325
521
$42M 0.02%
645,300
-212,463
522
$41.8M 0.02%
1,422,513
+75,816
523
$41.6M 0.02%
958,677
+46,614
524
$41.4M 0.02%
1,011,405
-317,999
525
$41.3M 0.02%
141,156
-52,648
19 20
21
22 23