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
501
$93.4M 0.02%
2,911,584
-112,908
502
$93.4M 0.02%
755,601
+403,433
503
$93.3M 0.02%
2,878,100
+211,700
504
$93.1M 0.02%
368,001
+68,023
505
$93.1M 0.02%
1,891,737
-312,661
506
$92.8M 0.02%
3,321,997
+897,399
507
$92.5M 0.02%
1,494,506
-26,964
508
$92.4M 0.02%
2,612,842
+941,410
509
$92M 0.02%
952,683
+27,940
510
$92M 0.02%
359,576
+164,890
511
$91.9M 0.02%
1,455,411
+568,381
512
$91.7M 0.02%
1,548,419
-198,409
513
$91.3M 0.02%
1,265,120
-63,438
514
$91M 0.02%
3,919,471
+1,685,376
515
$91M 0.02%
3,488,232
+1,476
516
$90.8M 0.02%
2,959,318
+220,176
517
$90.3M 0.02%
2,264,420
+1,365,527
518
$90.1M 0.02%
1,976,659
+252,955
519
$90.1M 0.02%
804,953
+369,266
520
$89.9M 0.02%
580,352
+261,136
521
$89.8M 0.02%
421,329
+182,049
522
$89.7M 0.02%
1,584,524
+446,024
523
$89.4M 0.02%
885,649
-13,009
524
$89.2M 0.02%
1,328,872
+5,165
525
$89.1M 0.02%
267,137
-22,248
19 20
21
22 23