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
1801
$7.75M ﹤0.01%
448,453
+27,176
1802
$7.74M ﹤0.01%
230,634
+20,272
1803
$7.72M ﹤0.01%
143,737
+76,414
1804
$7.71M ﹤0.01%
521,714
+77,827
1805
$7.7M ﹤0.01%
1,140,219
+143,874
1806
$7.68M ﹤0.01%
182,659
+21,839
1807
$7.68M ﹤0.01%
432,459
+432,216
1808
$7.67M ﹤0.01%
296,628
-4,314
1809
$7.66M ﹤0.01%
215,899
-5,712
1810
$7.65M ﹤0.01%
19,168
-9,338
1811
$7.64M ﹤0.01%
237,630
+46,514
1812
$7.63M ﹤0.01%
90,085
+12,038
1813
$7.62M ﹤0.01%
33,731
+30,308
1814
$7.6M ﹤0.01%
107,404
+2,593
1815
$7.59M ﹤0.01%
60,088
+33,503
1816
$7.58M ﹤0.01%
167,607
+125,432
1817
$7.57M ﹤0.01%
490,764
+18,715
1818
$7.57M ﹤0.01%
82,077
-1,278
1819
$7.56M ﹤0.01%
270,608
-23,292
1820
$7.56M ﹤0.01%
83,911
-10,872
1821
$7.55M ﹤0.01%
252,286
+23,665
1822
$7.55M ﹤0.01%
117,266
-29,883
1823
$7.51M ﹤0.01%
444,488
+37,912
1824
$7.51M ﹤0.01%
74,046
-3,378
1825
$7.5M ﹤0.01%
52,286
+3,284
71 72
73
74 75