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
551
$39.3M 0.02%
105,334
-16,215
552
$39.3M 0.02%
2,883,550
-1,204,010
553
$39M 0.02%
775,871
+90,777
554
$39M 0.02%
964,332
+30,932
555
$39M 0.02%
863,686
-159,144
556
$38.9M 0.02%
2,874,652
+389,721
557
$38.9M 0.02%
859,840
+269,504
558
$38.9M 0.02%
1,167,270
-12,426
559
$38.8M 0.02%
909,184
-107,160
560
$38.8M 0.02%
789,946
+178,775
561
$38.7M 0.02%
1,347,762
-216,470
562
$38.6M 0.02%
718,251
+8,949
563
$38.6M 0.02%
1,425,115
-123,896
564
$38.5M 0.02%
901,839
+668,980
565
$38.5M 0.02%
901,915
+249,037
566
$38.4M 0.02%
45,842
+9,490
567
$38.3M 0.02%
1,446,417
-26,061
568
$38.1M 0.02%
371,824
-8,116
569
$38M 0.02%
1,396,326
-51,406
570
$37.9M 0.02%
2,563,751
-780,687
571
$37.8M 0.02%
3,017,150
+1,321,372
572
$37.8M 0.02%
1,525,003
+247,198
573
$37.8M 0.02%
702,228
+75,774
574
$37.5M 0.02%
1,382,489
-12,193
575
$37.4M 0.02%
331,667
-41,544
21 22
23
24 25