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
1776
$7.97M ﹤0.01%
315,465
+55,246
1777
$7.97M ﹤0.01%
912,663
+43,217
1778
$7.95M ﹤0.01%
527,264
+359,162
1779
$7.93M ﹤0.01%
1,120,365
-364,332
1780
$7.92M ﹤0.01%
63,625
-1,203
1781
$7.91M ﹤0.01%
1,682,329
+284,912
1782
$7.91M ﹤0.01%
177,163
+70,863
1783
$7.9M ﹤0.01%
240,096
-63,191
1784
$7.9M ﹤0.01%
100,659
-1,108
1785
$7.9M ﹤0.01%
169,163
+111,342
1786
$7.9M ﹤0.01%
1,008,430
+323,323
1787
$7.89M ﹤0.01%
229,456
+118,240
1788
$7.89M ﹤0.01%
65,080
+686
1789
$7.87M ﹤0.01%
719,467
+615,448
1790
$7.86M ﹤0.01%
274,890
+105,758
1791
$7.84M ﹤0.01%
596,263
+47,309
1792
$7.84M ﹤0.01%
340,842
+94,608
1793
$7.84M ﹤0.01%
226,971
+125,383
1794
$7.82M ﹤0.01%
462,475
+68,633
1795
$7.82M ﹤0.01%
273,184
-2,945
1796
$7.8M ﹤0.01%
344,886
+273,418
1797
$7.8M ﹤0.01%
323,886
+206,310
1798
$7.79M ﹤0.01%
144,938
+9,571
1799
$7.77M ﹤0.01%
56,997
+33,752
1800
$7.76M ﹤0.01%
273,863
-727,223
70 71
72
73 74