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
$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
51
$1.07B 0.27%
3,747,610
+387,082
52
$1.06B 0.26%
5,079,566
+180,613
53
$1.05B 0.26%
17,422,937
+3,451,559
54
$1.03B 0.26%
4,185,248
+123,727
55
$959M 0.24%
4,662,896
-86,189
56
$956M 0.24%
4,544,310
+282,367
57
$942M 0.23%
1,867,785
+387,155
58
$939M 0.23%
21,263,153
+7,248,651
59
$936M 0.23%
1,785,465
+23,093
60
$931M 0.23%
9,841,588
-3,827,003
61
$926M 0.23%
9,495,349
+708,122
62
$924M 0.23%
14,463,304
+2,244,293
63
$923M 0.23%
6,208,415
+1,522,037
64
$920M 0.23%
9,395,144
+162,135
65
$903M 0.23%
9,884,045
+1,470,187
66
$893M 0.22%
3,905,070
+127,829
67
$892M 0.22%
7,847,730
+636,207
68
$891M 0.22%
5,112,861
+2,161,413
69
$873M 0.22%
6,141,960
+926,296
70
$872M 0.22%
10,918,369
-674,393
71
$869M 0.22%
4,233,872
-339,540
72
$864M 0.22%
6,875,582
+1,304,060
73
$863M 0.21%
22,748,852
+3,908,870
74
$854M 0.21%
2,045,490
+861,228
75
$839M 0.21%
6,164,873
+314,885
1 2
3
4 5