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
1826
$7.5M ﹤0.01%
137,481
-177,629
1827
$7.5M ﹤0.01%
243,348
-8,029
1828
$7.49M ﹤0.01%
579,524
-32,039
1829
$7.46M ﹤0.01%
146,109
-26,631
1830
$7.46M ﹤0.01%
130,671
+75,542
1831
$7.45M ﹤0.01%
171,763
+12,024
1832
$7.43M ﹤0.01%
171,565
+85,610
1833
$7.43M ﹤0.01%
142,276
-31,468
1834
$7.42M ﹤0.01%
311,648
-31,057
1835
$7.4M ﹤0.01%
101,970
-5,563
1836
$7.39M ﹤0.01%
89,001
+42,780
1837
$7.39M ﹤0.01%
134,303
+15,683
1838
$7.38M ﹤0.01%
170,011
+82,314
1839
$7.37M ﹤0.01%
23,149
+4,704
1840
$7.36M ﹤0.01%
306,641
+88,461
1841
$7.36M ﹤0.01%
238,209
-37,146
1842
$7.34M ﹤0.01%
110,573
-17,134
1843
$7.31M ﹤0.01%
474,995
-114,004
1844
$7.31M ﹤0.01%
195,011
+5,367
1845
$7.3M ﹤0.01%
41,755
+21,246
1846
$7.29M ﹤0.01%
260,882
-11,591
1847
$7.29M ﹤0.01%
110,573
-4,861
1848
$7.28M ﹤0.01%
141,767
+73,827
1849
$7.28M ﹤0.01%
96,564
+3,256
1850
$7.28M ﹤0.01%
360,909
+25,249
72 73
74
75 76