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
951
$32.8M 0.01%
121,147
+26,272
952
$32.8M 0.01%
322,761
+76,704
953
$32.8M 0.01%
417,110
+10,364
954
$32.6M 0.01%
1,535,716
+19,457
955
$32.6M 0.01%
691,428
-123,221
956
$32.6M 0.01%
950,037
-40,403
957
$32.6M 0.01%
1,739,193
-154,734
958
$32.6M 0.01%
264,128
-8,156
959
$32.5M 0.01%
1,872,149
-195,313
960
$32.5M 0.01%
235,626
+91,732
961
$32.4M 0.01%
1,948,157
-53,064
962
$32.3M 0.01%
110,760
-48,301
963
$32.3M 0.01%
2,882,460
-654,562
964
$32.2M 0.01%
435,872
+115,896
965
$32.1M 0.01%
255,064
+11,010
966
$32M 0.01%
1,957,344
+142,470
967
$31.7M 0.01%
1,478,229
+652,099
968
$31.7M 0.01%
468,164
-24,166
969
$31.6M 0.01%
494,668
+85,231
970
$31.5M 0.01%
4,320,572
+3,770,233
971
$31.4M 0.01%
1,229,245
+666,819
972
$31.4M 0.01%
456,391
-218,453
973
$31.3M 0.01%
2,735,529
+45,522
974
$31.2M 0.01%
651,822
-104,962
975
$31.1M 0.01%
338,277
+37,057
37 38
39
40 41