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
651
$62.6M 0.02%
470,553
+86,007
652
$62.6M 0.02%
454,221
-12,292
653
$62.5M 0.02%
1,560,377
+269,968
654
$62.4M 0.02%
1,034,589
-42,486
655
$62.2M 0.02%
1,241,984
+29,247
656
$62.1M 0.02%
2,218,363
+86,583
657
$61.9M 0.02%
568,912
+209,244
658
$61.5M 0.02%
1,250,159
+134,321
659
$61.5M 0.02%
315,156
-2,668
660
$61.5M 0.02%
886,626
+193,015
661
$61.3M 0.02%
2,499,007
+45,857
662
$61.2M 0.02%
5,148,526
+540,417
663
$61.1M 0.02%
389,700
+238,650
664
$60.9M 0.02%
512,600
+135,278
665
$60.8M 0.02%
370,522
+127,821
666
$60.6M 0.02%
767,146
-182,441
667
$60.5M 0.02%
415,011
+116,575
668
$60.4M 0.02%
1,518,516
+714,421
669
$60.3M 0.02%
13,575,640
+46,139
670
$60.3M 0.02%
2,024,706
-58,631
671
$60.1M 0.02%
1,048,189
+199,163
672
$60M 0.02%
6,878,560
+1,474,498
673
$59.7M 0.01%
1,291,687
-82,803
674
$59.6M 0.01%
1,296,640
-66,320
675
$59.6M 0.01%
171,547
+14,466
25 26
27
28 29