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
1151
$21.9M 0.01%
3,481,583
+2,858,742
1152
$21.8M 0.01%
320,377
+9,472
1153
$21.7M 0.01%
506,874
-11,802
1154
$21.7M 0.01%
239,860
-166,885
1155
$21.6M 0.01%
465,988
+112,108
1156
$21.6M 0.01%
55,074
+16,926
1157
$21.5M 0.01%
1,772,430
+51,154
1158
$21.5M 0.01%
470,824
+190,280
1159
$21.5M 0.01%
327,642
+130,308
1160
$21.5M 0.01%
112,406
+12,140
1161
$21.4M 0.01%
649,409
+209,749
1162
$21.3M 0.01%
200,270
+41,396
1163
$21.3M 0.01%
652,639
+43,706
1164
$21.3M 0.01%
1,487,775
+1,329,395
1165
$21.3M 0.01%
699,935
-167,060
1166
$21.2M 0.01%
1,168,012
+1,167,212
1167
$21.1M 0.01%
475,602
+12,000
1168
$21.1M 0.01%
1,072,015
+101,585
1169
$21M 0.01%
172,146
+54,625
1170
$20.9M 0.01%
298,744
+24,436
1171
$20.9M 0.01%
81,803
+1,905
1172
$20.9M 0.01%
885,046
+56,949
1173
$20.8M 0.01%
63,381
-3,579
1174
$20.8M 0.01%
721,180
+352,256
1175
$20.7M 0.01%
51,295
+38,004
45 46
47
48 49