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
626
$66.6M 0.02%
767,205
-95,706
627
$66.5M 0.02%
558,983
+261,042
628
$66.3M 0.02%
872,599
-55,428
629
$66.3M 0.02%
1,664,592
+223,773
630
$66.2M 0.02%
1,045,246
-17,308
631
$65.8M 0.02%
477,759
+308,829
632
$65.4M 0.02%
559,426
+4,133
633
$65.4M 0.02%
598,650
-14,229
634
$65.3M 0.02%
620,212
+245,560
635
$65.2M 0.02%
447,894
+122,199
636
$65M 0.02%
695,011
+309,230
637
$64.9M 0.02%
2,179,030
+264,361
638
$64.8M 0.02%
984,450
-5,760
639
$64.5M 0.02%
1,067,651
+8,515
640
$64.4M 0.02%
657,704
-7,050
641
$64.4M 0.02%
574,054
+298,759
642
$64.3M 0.02%
2,864,931
+557,537
643
$64.3M 0.02%
2,965,149
-642,858
644
$64.1M 0.02%
828,765
+43,096
645
$64M 0.02%
496,178
+271,308
646
$63.8M 0.02%
932,473
-167,522
647
$63.6M 0.02%
282,799
+120,030
648
$63.5M 0.02%
522,196
+84,740
649
$63.1M 0.02%
1,929,788
+43,769
650
$63M 0.02%
1,307,045
+199,345
24 25
26
27 28