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
$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
126
$329M 0.15%
2,707,101
+1,858,608
127
$325M 0.15%
3,889,470
+976,615
128
$324M 0.15%
1,070,727
-142,987
129
$321M 0.15%
5,008,899
+2,832,314
130
$319M 0.14%
1,368,791
+148,898
131
$319M 0.14%
6,852,437
+216,085
132
$317M 0.14%
3,034,577
-328,428
133
$315M 0.14%
7,211,180
-249,920
134
$311M 0.14%
3,226,287
-382,189
135
$309M 0.14%
3,576,092
-440,571
136
$308M 0.14%
1,635,114
+198,163
137
$307M 0.14%
3,045,181
-430,687
138
$307M 0.14%
4,681,869
+643,514
139
$306M 0.14%
2,812,310
-473,071
140
$305M 0.14%
1,496,607
-80,993
141
$299M 0.14%
8,112,191
+356,521
142
$299M 0.14%
5,747,437
-2,369,608
143
$295M 0.13%
6,467,801
+134,499
144
$293M 0.13%
1,555,752
-333,397
145
$292M 0.13%
9,643,652
+1,733,287
146
$289M 0.13%
4,624,381
-1,069,424
147
$281M 0.13%
3,888,615
-244,486
148
$275M 0.12%
2,823,100
-316,673
149
$259M 0.12%
4,542,201
+329,078
150
$259M 0.12%
2,831,504
+1,573,418
4 5
6
7 8