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
551
$82.9M 0.02%
1,450,997
-281,844
552
$82.9M 0.02%
2,955,234
+98,338
553
$82.7M 0.02%
1,821,401
+1,065,626
554
$82.7M 0.02%
2,588,408
+1,182,791
555
$82.2M 0.02%
1,162,286
+512,303
556
$81.8M 0.02%
813,602
-180,719
557
$81.4M 0.02%
3,888,374
-302,284
558
$81.3M 0.02%
941,946
+577,294
559
$81.2M 0.02%
1,697,029
-196,677
560
$80.8M 0.02%
2,168,920
+2,068,594
561
$80.3M 0.02%
1,000,897
+176,652
562
$79.6M 0.02%
762,934
+143,501
563
$79.5M 0.02%
1,409,026
+282,458
564
$79.4M 0.02%
888,136
-178,969
565
$79.2M 0.02%
507,547
+60,358
566
$78.9M 0.02%
1,132,605
+49,739
567
$78.8M 0.02%
424,492
+68,168
568
$78.8M 0.02%
1,144,752
-17,053
569
$77.9M 0.02%
2,692,408
+74,099
570
$77.3M 0.02%
1,514,386
-5,574
571
$77.1M 0.02%
822,640
+166,125
572
$76.8M 0.02%
879,085
+89,629
573
$76.7M 0.02%
1,272,684
+162,511
574
$76.6M 0.02%
453,739
+52,676
575
$76.4M 0.02%
2,033,925
-671,054
21 22
23
24 25