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
$174B
AUM Growth
-$28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,620
New
Increased
Reduced
Closed

Top Buys

1
+$1.68B
2
+$776M
3
+$580M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$479M
5
UBS icon
UBS Group
UBS
+$380M

Top Sells

1
+$1.06B
2
+$633M
3
+$528M
4
MSFT icon
Microsoft
MSFT
+$443M
5
AMZN icon
Amazon
AMZN
+$423M

Sector Composition

1 Technology 10.17%
2 Financials 8.41%
3 Healthcare 7.93%
4 Consumer Discretionary 6.47%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$422M 0.19%
6,276,291
-604,064
102
$417M 0.19%
7,966,942
+2,191,217
103
$410M 0.19%
2,576,137
-584,501
104
$410M 0.19%
14,589,180
+12,764,395
105
$408M 0.18%
17,763,315
+240,885
106
$394M 0.18%
3,652,414
-2,265,099
107
$390M 0.18%
8,710,993
-564,145
108
$383M 0.17%
3,804,765
-1,960,848
109
$381M 0.17%
3,594,658
+2,865,832
110
$376M 0.17%
3,274,031
+42,673
111
$374M 0.17%
6,042,106
+102,660
112
$372M 0.17%
2,712,306
-416,160
113
$363M 0.16%
3,585,953
-178,571
114
$360M 0.16%
11,608,557
+278,706
115
$358M 0.16%
2,951,147
+301,749
116
$358M 0.16%
6,234,154
+538,742
117
$356M 0.16%
4,931,924
+256,277
118
$348M 0.16%
6,899,134
+576,460
119
$344M 0.16%
13,546,660
-8,964,340
120
$341M 0.15%
7,089,784
+1,542,257
121
$339M 0.15%
1,946,348
+592,496
122
$338M 0.15%
4,271,120
+388,953
123
$338M 0.15%
6,842,790
+272,974
124
$334M 0.15%
13,325,780
-1,757,770
125
$330M 0.15%
11,070,753
+759,422
3 4
5
6 7