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
751
$50.1M 0.01%
639,573
+83,805
752
$50M 0.01%
990,262
-98,228
753
$49.6M 0.01%
2,528,294
-67,301
754
$49.5M 0.01%
1,019,257
+84,622
755
$49.4M 0.01%
1,667,748
-466,939
756
$49.3M 0.01%
526,000
-2,129
757
$49.2M 0.01%
855,706
-38,220
758
$49.1M 0.01%
1,316,116
+1,086,203
759
$49M 0.01%
3,511,959
+970,540
760
$48.8M 0.01%
1,317,619
+1,103,053
761
$48.5M 0.01%
370,298
+162,695
762
$48.5M 0.01%
1,152,139
+102,961
763
$48.4M 0.01%
583,268
+500,947
764
$47.8M 0.01%
3,824,281
+2,787,490
765
$47.7M 0.01%
161,159
+22,356
766
$47.6M 0.01%
1,880,037
-771
767
$47.5M 0.01%
3,124,711
-753,924
768
$47.4M 0.01%
1,403,731
+392,447
769
$47.4M 0.01%
533,385
+233,343
770
$47.3M 0.01%
1,107,196
+533,931
771
$47.1M 0.01%
2,238,574
-46,618
772
$47.1M 0.01%
256,306
+14,384
773
$47.1M 0.01%
1,206,826
+104,059
774
$46.9M 0.01%
1,088,428
+543,217
775
$46.9M 0.01%
2,963,317
+1,543,063
29 30
31
32 33