UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
76
$826M 0.21%
8,772,018
+1,535,188
77
$819M 0.2%
15,866,304
+11,881
78
$816M 0.2%
6,665,671
+763,970
79
$805M 0.2%
3,905,506
-578,677
80
$786M 0.2%
9,307,580
-17,611
81
$772M 0.19%
8,177,143
-813,503
82
$770M 0.19%
5,862,303
+853,315
83
$757M 0.19%
1,664,831
+192,851
84
$754M 0.19%
903,935
+109,640
85
$751M 0.19%
8,180,320
+1,442,179
86
$748M 0.19%
2,995,536
+197,970
87
$737M 0.18%
3,576,563
+101,568
88
$736M 0.18%
6,246,836
+2,820,642
89
$730M 0.18%
3,823,117
+1,100,271
90
$729M 0.18%
17,459,790
+212,009
91
$726M 0.18%
17,240,203
+3,179,853
92
$706M 0.18%
4,298,462
+22,433
93
$698M 0.17%
16,643,883
+2,856,468
94
$684M 0.17%
7,279,005
-230,456
95
$684M 0.17%
7,225,459
-614,304
96
$677M 0.17%
1,847,030
+85,639
97
$673M 0.17%
9,613,427
+512,704
98
$655M 0.16%
3,508,103
-50,279
99
$655M 0.16%
1,078,827
+151,882
100
$643M 0.16%
8,062,080
+732,562
2 3
4
5 6