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
6651
$2.79K ﹤0.01%
129
-2,028
6652
$2.78K ﹤0.01%
89
-631
6653
$2.78K ﹤0.01%
+815
6654
$2.77K ﹤0.01%
97
-828
6655
$2.77K ﹤0.01%
1,000
-213
6656
$2.77K ﹤0.01%
+57
6657
$2.76K ﹤0.01%
73
-85
6658
$2.75K ﹤0.01%
2,670
-8,752
6659
$2.75K ﹤0.01%
+4,850
6660
$2.75K ﹤0.01%
150
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6661
$2.74K ﹤0.01%
2,385
+2,200
6662
$2.73K ﹤0.01%
91
-1,026
6663
$2.73K ﹤0.01%
+77
6664
$2.72K ﹤0.01%
734
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6665
$2.71K ﹤0.01%
88
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6666
$2.71K ﹤0.01%
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6667
$2.7K ﹤0.01%
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$2.69K ﹤0.01%
+4
6669
$2.69K ﹤0.01%
512
-110
6670
$2.69K ﹤0.01%
+95
6671
$2.69K ﹤0.01%
87
-33
6672
$2.69K ﹤0.01%
+114
6673
$2.67K ﹤0.01%
85
-915
6674
$2.67K ﹤0.01%
66
-3,434
6675
$2.66K ﹤0.01%
+190
265 266
267
268 269