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
726
$53.4M 0.01%
1,105,783
-10,660
727
$53.4M 0.01%
344,538
-461,461
728
$53M 0.01%
5,277,947
+1,601,185
729
$52.9M 0.01%
2,743,494
+408,789
730
$52.9M 0.01%
2,733,615
+835,827
731
$52.8M 0.01%
34,689
+17,585
732
$52.7M 0.01%
522,942
+9,247
733
$52.7M 0.01%
2,887,848
-1,731
734
$52.7M 0.01%
306,263
-67,945
735
$52.6M 0.01%
242,629
+55,227
736
$52.4M 0.01%
1,872,342
-126,088
737
$52.3M 0.01%
1,015,591
-46,394
738
$52.1M 0.01%
545,103
+9,169
739
$51.8M 0.01%
120,745
+61,911
740
$51.8M 0.01%
2,919,388
-663,831
741
$51.7M 0.01%
399,951
+114,338
742
$51.6M 0.01%
1,633,437
+1,619,466
743
$51.5M 0.01%
408,165
+25,387
744
$51.4M 0.01%
38,574
-5,503
745
$51.3M 0.01%
270,553
+128,131
746
$50.7M 0.01%
243,140
+132,554
747
$50.6M 0.01%
2,418,080
+1,902,939
748
$50.6M 0.01%
1,420,632
+19,788
749
$50.4M 0.01%
1,431,276
+205,557
750
$50.1M 0.01%
262,757
+13,837
28 29
30
31 32