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
801
$44.3M 0.01%
76,557
-1,365
802
$44.3M 0.01%
1,909,636
+8,204
803
$44.2M 0.01%
343,802
+156,209
804
$44M 0.01%
382,399
-26,966
805
$43.9M 0.01%
872,179
+783,943
806
$43.9M 0.01%
415,797
-9,274
807
$43.8M 0.01%
163,720
+64,733
808
$43.6M 0.01%
648,191
+100,456
809
$43.5M 0.01%
389,636
+90,879
810
$43.4M 0.01%
1,740,473
+1,410,543
811
$43.4M 0.01%
2,067,510
-4,434,790
812
$43.3M 0.01%
463,404
+61,067
813
$43.3M 0.01%
2,600,114
+458,660
814
$43.2M 0.01%
323,326
+5,557
815
$43M 0.01%
442,612
+37,493
816
$43M 0.01%
2,354,489
+260,266
817
$42.8M 0.01%
3,390,539
+3,380,904
818
$42.5M 0.01%
319,378
-32,402
819
$42.4M 0.01%
216,303
-22,448
820
$42.4M 0.01%
420,007
-49,625
821
$42.1M 0.01%
1,158,941
-38,566
822
$42M 0.01%
1,831,405
+1,526,255
823
$42M 0.01%
1,122,536
+1,079,990
824
$42M 0.01%
1,524,023
-272,934
825
$41.8M 0.01%
397,292
-14,648
31 32
33
34 35