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
1001
$29M 0.01%
453,483
-8,612
1002
$29M 0.01%
795,223
+774,885
1003
$28.9M 0.01%
214,713
+30,676
1004
$28.9M 0.01%
1,404,178
-802,000
1005
$28.6M 0.01%
280,214
-56,222
1006
$28.6M 0.01%
657,539
+88,959
1007
$28.6M 0.01%
822,546
-28,987
1008
$28.6M 0.01%
252,007
-16,520
1009
$28.5M 0.01%
941,747
+634,153
1010
$28.5M 0.01%
502,279
-21,231
1011
$28.4M 0.01%
541,480
-150,394
1012
$28.4M 0.01%
230,498
+38,358
1013
$28.3M 0.01%
604,005
+28,991
1014
$28.3M 0.01%
1,284,649
+146,223
1015
$28.2M 0.01%
663,426
-103,950
1016
$28.2M 0.01%
657,464
+109,022
1017
$28.2M 0.01%
322,206
+95,335
1018
$28.1M 0.01%
80,290
+11,389
1019
$28M 0.01%
602,026
+46,215
1020
$28M 0.01%
367,246
+76,580
1021
$27.9M 0.01%
1,349,781
+61,995
1022
$27.9M 0.01%
243,455
+18,081
1023
$27.7M 0.01%
174,776
+97,634
1024
$27.7M 0.01%
888,858
+46,318
1025
$27.7M 0.01%
423,053
+99,699
39 40
41
42 43