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
1701
$4.92M ﹤0.01%
200,006
+160,949
1702
$4.91M ﹤0.01%
174,354
-25,172
1703
$4.91M ﹤0.01%
162,313
+8,740
1704
$4.91M ﹤0.01%
104,265
-43,387
1705
$4.9M ﹤0.01%
136,086
+118,263
1706
$4.88M ﹤0.01%
184,931
+35,698
1707
$4.88M ﹤0.01%
72,542
+3,358
1708
$4.87M ﹤0.01%
68,609
+1,511
1709
$4.87M ﹤0.01%
26,025
+4,027
1710
$4.86M ﹤0.01%
95,821
-21,126
1711
$4.85M ﹤0.01%
38,307
-22,870
1712
$4.84M ﹤0.01%
52,097
-119,649
1713
$4.84M ﹤0.01%
725,650
-1,842,827
1714
$4.83M ﹤0.01%
48,732
+12,057
1715
$4.83M ﹤0.01%
59,601
+6,271
1716
$4.82M ﹤0.01%
73,456
-70,743
1717
$4.81M ﹤0.01%
186,870
-257,515
1718
$4.81M ﹤0.01%
267,098
+78,481
1719
$4.81M ﹤0.01%
126,815
+11,326
1720
$4.79M ﹤0.01%
160,392
+54,648
1721
$4.78M ﹤0.01%
222,298
-4,902
1722
$4.78M ﹤0.01%
56,983
-19,849
1723
$4.77M ﹤0.01%
58,549
+25,925
1724
$4.76M ﹤0.01%
109,468
-101,919
1725
$4.76M ﹤0.01%
84,890
+16,954
67 68
69
70 71