UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
51
$748M 0.34%
3,342,618
+163,089
52
$746M 0.34%
7,177,205
+149,718
53
$730M 0.33%
33,871,493
-1,767,550
54
$706M 0.32%
28,724,145
+2,049,176
55
$687M 0.31%
9,428,348
-2,426,227
56
$686M 0.31%
2,620,127
+398,185
57
$686M 0.31%
3,359,626
+231,579
58
$682M 0.31%
17,898,404
+914,603
59
$675M 0.31%
12,760,616
-1,427,897
60
$674M 0.31%
2,931,078
+501,627
61
$667M 0.3%
15,338,668
-1,325,688
62
$656M 0.3%
4,361,544
-80,688
63
$653M 0.3%
9,569,275
-1,051,041
64
$647M 0.29%
5,830,154
+395,387
65
$636M 0.29%
5,758,728
-224,017
66
$631M 0.29%
26,497,822
+856,432
67
$627M 0.28%
29,736,068
+22,701,151
68
$605M 0.27%
6,405,282
-481,442
69
$594M 0.27%
6,495,412
+47,280
70
$592M 0.27%
6,045,102
+1,790,054
71
$590M 0.27%
10,489,469
-1,913,112
72
$586M 0.27%
11,072,044
-413,176
73
$585M 0.27%
7,602,579
+153,591
74
$584M 0.26%
3,691,166
-260,728
75
$574M 0.26%
8,762,865
+4,564,717
1 2
3
4 5