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
$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
151
$413M 0.1%
7,617,033
+2,745,207
152
$412M 0.1%
1,184,771
+80,166
153
$406M 0.1%
2,377,847
+1,874,406
154
$406M 0.1%
2,486,052
+265,654
155
$405M 0.1%
19,580,967
-1,690,626
156
$402M 0.1%
5,197,771
-254,308
157
$394M 0.1%
545,925
+163,768
158
$393M 0.1%
4,565,215
+134,141
159
$389M 0.1%
6,731,326
+988,099
160
$382M 0.1%
1,066,834
+169,835
161
$380M 0.09%
732,319
+143,661
162
$379M 0.09%
1,457,490
+211,261
163
$379M 0.09%
14,084,904
+16,977
164
$376M 0.09%
4,180,769
+1,187,245
165
$376M 0.09%
3,106,871
-310,815
166
$376M 0.09%
387,250
-1,394
167
$376M 0.09%
1,304,195
+352,948
168
$372M 0.09%
532,860
-36,579
169
$371M 0.09%
2,697,452
+893,329
170
$366M 0.09%
100,977
+11,669
171
$366M 0.09%
1,509,503
+208,857
172
$362M 0.09%
7,206,471
-769,468
173
$361M 0.09%
1,335,518
+45,589
174
$359M 0.09%
20,405,304
+4,325,190
175
$357M 0.09%
4,095,319
+340,060
5 6
7
8 9