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
901
$36.4M 0.01%
497,843
-39,722
902
$36.2M 0.01%
1,609,986
+101,733
903
$36.1M 0.01%
661,088
-34,959
904
$36M 0.01%
378,664
+14,496
905
$36M 0.01%
1,343,521
-125,000
906
$35.9M 0.01%
620,741
-44,829
907
$35.9M 0.01%
277,190
+914
908
$35.8M 0.01%
714,022
-3,085
909
$35.8M 0.01%
104,044
+91,073
910
$35.8M 0.01%
232,530
+3,607
911
$35.7M 0.01%
449,371
+167,256
912
$35.6M 0.01%
1,445,055
+288,875
913
$35.5M 0.01%
204,595
+16,453
914
$35.4M 0.01%
567,666
+89,803
915
$35.3M 0.01%
671,900
-93,889
916
$35.3M 0.01%
89,121
+6,831
917
$35.2M 0.01%
693,539
-85,311
918
$35.2M 0.01%
367,660
-2,073
919
$35M 0.01%
628,944
+25,620
920
$35M 0.01%
176,757
-32,111
921
$34.9M 0.01%
1,194,435
+370,114
922
$34.8M 0.01%
581,766
+370,898
923
$34.8M 0.01%
410,782
+69,530
924
$34.8M 0.01%
441,090
+228,373
925
$34.8M 0.01%
310,355
-20,020
35 36
37
38 39