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
$174B
AUM Growth
-$28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,620
New
Increased
Reduced
Closed

Top Buys

1
+$1.68B
2
+$776M
3
+$580M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$479M
5
UBS icon
UBS Group
UBS
+$380M

Top Sells

1
+$1.06B
2
+$633M
3
+$528M
4
MSFT icon
Microsoft
MSFT
+$443M
5
AMZN icon
Amazon
AMZN
+$423M

Sector Composition

1 Technology 10.17%
2 Financials 8.41%
3 Healthcare 7.93%
4 Consumer Discretionary 6.47%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$20.6M 0.01%
1,496,662
+25,860
827
$20.6M 0.01%
891,915
-427,815
828
$20.5M 0.01%
1,619,561
+1,417,622
829
$20.5M 0.01%
513,417
+42,441
830
$20.5M 0.01%
645,095
+104,015
831
$20.4M 0.01%
413,468
+123,116
832
$20.4M 0.01%
749,049
-913,497
833
$20.3M 0.01%
335,763
-164,159
834
$20.2M 0.01%
541,050
+12,573
835
$20.2M 0.01%
1,644,789
-1,167,453
836
$20.2M 0.01%
659,144
+129,424
837
$20.2M 0.01%
923,838
-560,359
838
$20.2M 0.01%
1,673,386
-33,297
839
$20.1M 0.01%
326,148
-151,694
840
$20M 0.01%
207,885
-250,305
841
$19.9M 0.01%
2,149,769
-367,588
842
$19.9M 0.01%
162,340
+20,414
843
$19.9M 0.01%
632,221
-70,614
844
$19.9M 0.01%
531,948
+12,319
845
$19.9M 0.01%
452,404
-90,490
846
$19.9M 0.01%
945,482
+82,788
847
$19.9M 0.01%
1,725,814
+782,490
848
$19.8M 0.01%
828,329
-14,974
849
$19.8M 0.01%
1,518,611
-331,705
850
$19.8M 0.01%
2,885,656
-358,528
32 33
34
35 36