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
876
$38M 0.01%
590,717
+346,947
877
$38M 0.01%
647,501
+170,153
878
$37.8M 0.01%
744,058
+741,337
879
$37.7M 0.01%
569,387
+560,421
880
$37.6M 0.01%
584,362
+183,272
881
$37.6M 0.01%
727,223
-221,898
882
$37.6M 0.01%
2,096,742
-509,399
883
$37.5M 0.01%
514,622
+52,087
884
$37.5M 0.01%
339,412
-29,639
885
$37.5M 0.01%
1,457,168
+229,685
886
$37.4M 0.01%
861,720
+113,331
887
$37.3M 0.01%
498,820
+7,031
888
$37.2M 0.01%
4,593
+476
889
$37M 0.01%
189,867
+7,254
890
$37M 0.01%
425,256
+367,948
891
$36.9M 0.01%
297,671
-235,121
892
$36.9M 0.01%
654,673
-10,543
893
$36.8M 0.01%
1,510,106
+150,267
894
$36.8M 0.01%
412,588
+232,180
895
$36.7M 0.01%
1,358,225
+144,295
896
$36.6M 0.01%
143,371
+32,737
897
$36.5M 0.01%
377,171
+152,219
898
$36.5M 0.01%
1,269,768
+125,976
899
$36.5M 0.01%
1,380,115
+3,028
900
$36.4M 0.01%
1,163,439
+1,075,421
34 35
36
37 38