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
526
$41.3M 0.02%
644,151
-57,256
527
$41.1M 0.02%
7,424,449
+7,144,723
528
$41M 0.02%
2,625,754
+2,219,242
529
$41M 0.02%
541,889
-126,500
530
$40.8M 0.02%
2,483,493
+106,206
531
$40.7M 0.02%
310,602
-129,546
532
$40.7M 0.02%
213,662
-16,037
533
$40.6M 0.02%
617,651
+220,043
534
$40.6M 0.02%
1,521,722
-409,242
535
$40.4M 0.02%
314,385
-93,622
536
$40.4M 0.02%
904,086
-117,045
537
$40.4M 0.02%
413,715
+82,348
538
$40.3M 0.02%
422,362
-80,031
539
$40.3M 0.02%
1,359,199
+167,578
540
$40.2M 0.02%
661,404
+105,385
541
$40.2M 0.02%
2,650,772
+1,934,700
542
$40.2M 0.02%
2,088,743
-301,023
543
$40.1M 0.02%
370,975
+73,939
544
$40M 0.02%
1,751,489
-243,149
545
$39.9M 0.02%
328,253
+42,558
546
$39.9M 0.02%
360,856
-224,330
547
$39.8M 0.02%
16,347
+11,265
548
$39.6M 0.02%
741,598
+183,821
549
$39.6M 0.02%
868,960
-216,895
550
$39.5M 0.02%
2,554,720
-267,433
20 21
22
23 24