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
101
$634M 0.16%
2,782,499
+499,143
102
$633M 0.16%
973,297
-53,120
103
$628M 0.16%
6,459,760
-423,050
104
$615M 0.15%
3,767,317
+668,151
105
$614M 0.15%
2,108,499
+615,516
106
$596M 0.15%
2,301,320
+336,174
107
$593M 0.15%
2,995,760
+440,837
108
$589M 0.15%
1,475,960
-196,103
109
$584M 0.15%
2,339,528
+155,074
110
$583M 0.15%
5,751,454
+1,337,714
111
$575M 0.14%
2,910,923
+397,816
112
$573M 0.14%
3,231,063
+978,373
113
$562M 0.14%
4,412,206
+527,837
114
$560M 0.14%
4,381,616
+165,696
115
$559M 0.14%
1,313,101
+361,779
116
$551M 0.14%
3,728,329
-186,696
117
$550M 0.14%
12,698,728
+2,218,782
118
$548M 0.14%
2,149,982
-288,440
119
$545M 0.14%
1,243,053
-112,763
120
$541M 0.13%
1,730,307
+92,385
121
$533M 0.13%
7,778,385
+726,746
122
$526M 0.13%
4,035,879
+133,929
123
$525M 0.13%
688,651
+181,601
124
$518M 0.13%
32,906,205
+4,263,436
125
$511M 0.13%
2,132,149
-6,209
3 4
5
6 7