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
601
$35.4M 0.02%
403,592
+17,594
602
$35M 0.02%
478,528
-133,440
603
$35M 0.02%
1,410,235
-92,088
604
$35M 0.02%
1,097,379
-6,515,976
605
$34.9M 0.02%
1,352,583
-502,276
606
$34.9M 0.02%
2,240,340
-302,264
607
$34.9M 0.02%
1,005,095
-165,650
608
$34.5M 0.02%
2,446,317
+2,137,837
609
$34.5M 0.02%
1,243,657
+97,771
610
$34.3M 0.02%
1,213,298
-300,111
611
$34.1M 0.02%
664,728
+44,567
612
$34.1M 0.02%
978,789
-398,568
613
$34.1M 0.02%
3,096,185
+1,247,957
614
$34.1M 0.02%
774,586
+636,852
615
$34M 0.02%
1,118,478
+578,272
616
$34M 0.02%
1,173,304
-78,812
617
$33.9M 0.02%
1,336,669
+606,151
618
$33.8M 0.02%
779,624
-329,135
619
$33.8M 0.02%
1,938,581
-1,480,145
620
$33.7M 0.02%
2,134,172
+21,698
621
$33.5M 0.02%
671,947
-334,682
622
$33.4M 0.02%
1,774,100
-5,932
623
$33.4M 0.02%
924,015
+331,640
624
$33.3M 0.02%
639,254
-122,820
625
$33M 0.02%
1,002,658
+733,442
23 24
25
26 27