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
7026
– –
-13,816
7027
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-88,637
7028
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-42,795
7029
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-1,379
7030
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-43,466
7031
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-47,684,192
7032
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-12,648
7033
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-1,995
7034
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-2,172
7035
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-770,791
7036
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-2,482,765
7037
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-95,695
7038
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-5,699
7039
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-230,870
7040
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-172,462
7041
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7042
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7043
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-31,494
7044
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7045
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7046
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-399
7047
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-9,715
7048
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-6,351
7049
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-4,838
7050
– –
-2,082,516
280 281
282
283 284