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
151
$257M 0.12%
1,602,539
+448,942
152
$256M 0.12%
4,911,373
-1,643,936
153
$255M 0.12%
3,032,740
-655,491
154
$253M 0.11%
1,696,587
-750,967
155
$247M 0.11%
5,650,658
+820,291
156
$246M 0.11%
3,159,641
-182,249
157
$246M 0.11%
7,450,385
-451,168
158
$243M 0.11%
5,270,324
-971,008
159
$243M 0.11%
12,109,604
+1,503,287
160
$239M 0.11%
4,624,008
-300,444
161
$238M 0.11%
3,209,164
-885,487
162
$237M 0.11%
4,010,864
+3,434,265
163
$235M 0.11%
2,626,703
+693,167
164
$235M 0.11%
3,649,602
-899,616
165
$235M 0.11%
4,829,165
-1,890,495
166
$235M 0.11%
5,194,077
-4,937,430
167
$234M 0.11%
3,933,410
-10,629,100
168
$233M 0.11%
2,879,103
+743,563
169
$227M 0.1%
3,402,134
+873,963
170
$226M 0.1%
2,169,853
-2,348,609
171
$225M 0.1%
4,472,381
+252,891
172
$224M 0.1%
4,250,996
+189,145
173
$220M 0.1%
2,006,226
+54,298
174
$219M 0.1%
3,844,918
+165,842
175
$212M 0.1%
2,771,190
+273,260
5 6
7
8 9