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
826
$41.8M 0.01%
432,156
+54,408
827
$41.8M 0.01%
293,168
-17,981
828
$41.8M 0.01%
1,094,534
+649,488
829
$41.7M 0.01%
286,614
+16,885
830
$41.6M 0.01%
179,590
+5,253
831
$41.4M 0.01%
6,575,514
+1,313,258
832
$41.2M 0.01%
1,080,552
+469,178
833
$41.2M 0.01%
304,534
+15,665
834
$41M 0.01%
495,032
+213,373
835
$41M 0.01%
1,106,467
-643,202
836
$41M 0.01%
817,536
-75,952
837
$40.7M 0.01%
496,735
+17,423
838
$40.7M 0.01%
1,378,232
+850,837
839
$40.6M 0.01%
1,611,739
-2,528
840
$40.6M 0.01%
1,474,723
+715,884
841
$40.5M 0.01%
395,290
-123,612
842
$40.5M 0.01%
387,157
+198,703
843
$40.4M 0.01%
473,405
-5,856
844
$40.4M 0.01%
1,099,932
+82,852
845
$40.4M 0.01%
855,108
-19,025
846
$40.3M 0.01%
926,194
+154,027
847
$40.2M 0.01%
1,654,713
+164,850
848
$40M 0.01%
447,059
+44,633
849
$40M 0.01%
311,098
-10,857
850
$39.9M 0.01%
1,352,480
-339,463
32 33
34
35 36