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
851
$39.9M 0.01%
1,010,294
-60,330
852
$39.9M 0.01%
592,450
-38
853
$39.7M 0.01%
2,266,603
+1,867,542
854
$39.6M 0.01%
1,409,582
+554,565
855
$39.6M 0.01%
120,675
-17,006
856
$39.6M 0.01%
969,972
-311,504
857
$39.4M 0.01%
62,932
+9,497
858
$39.4M 0.01%
910,798
+2,233
859
$39.3M 0.01%
109,587
+18,344
860
$39.3M 0.01%
584,012
+115,829
861
$39.2M 0.01%
2,803,793
-49,705
862
$39.1M 0.01%
1,828,930
+157,536
863
$39.1M 0.01%
263,578
-24,740
864
$39M 0.01%
1,644,057
-1,199,445
865
$39M 0.01%
1,720,114
+1,456,493
866
$38.9M 0.01%
97,954
+13,067
867
$38.9M 0.01%
1,115,183
+716,852
868
$38.8M 0.01%
3,381,643
+330,629
869
$38.8M 0.01%
834,223
-48,385
870
$38.7M 0.01%
141,115
-21,755
871
$38.6M 0.01%
139,762
+52,763
872
$38.4M 0.01%
1,375,565
+78,611
873
$38.3M 0.01%
522,699
+206,920
874
$38.3M 0.01%
1,267,205
-771
875
$38.3M 0.01%
498,149
-9,274
33 34
35
36 37