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
776
$46.8M 0.01%
2,975,542
+39,849
777
$46.4M 0.01%
885,003
+719,225
778
$46.1M 0.01%
1,117,345
-11,546
779
$46M 0.01%
748,108
+53,443
780
$46M 0.01%
2,209,784
-833,989
781
$46M 0.01%
518,285
+19,719
782
$45.9M 0.01%
1,351,624
+802,183
783
$45.8M 0.01%
430,441
+67,058
784
$45.8M 0.01%
1,923,749
+83,988
785
$45.5M 0.01%
609,107
+226,337
786
$45.5M 0.01%
1,206,290
-41,987
787
$45.4M 0.01%
1,168,773
-78,588
788
$45.3M 0.01%
978,960
+635,107
789
$45.3M 0.01%
1,537,158
-58,642
790
$45.2M 0.01%
144,608
+58,853
791
$45.2M 0.01%
638,324
+41,533
792
$45.2M 0.01%
1,456,540
+115,096
793
$45.1M 0.01%
1,336,527
+42,464
794
$45.1M 0.01%
342,300
-15,816
795
$45.1M 0.01%
109,677
+14,726
796
$44.8M 0.01%
944,183
-143,849
797
$44.6M 0.01%
535,530
+64,947
798
$44.5M 0.01%
2,054,694
+193,139
799
$44.5M 0.01%
3,916,843
-65,052
800
$44.3M 0.01%
1,226,244
+306,930
30 31
32
33 34