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
1851
$7.27M ﹤0.01%
1,468,575
-84,301
1852
$7.27M ﹤0.01%
745,521
-47,173
1853
$7.24M ﹤0.01%
439,014
-79,606
1854
$7.22M ﹤0.01%
182,173
+18,309
1855
$7.22M ﹤0.01%
238,704
+160,302
1856
$7.21M ﹤0.01%
82,568
+1,315
1857
$7.2M ﹤0.01%
103,481
+6,436
1858
$7.2M ﹤0.01%
128,002
-31,465
1859
$7.19M ﹤0.01%
83,745
+53,185
1860
$7.19M ﹤0.01%
128,116
-171,127
1861
$7.17M ﹤0.01%
208,942
-4,525
1862
$7.15M ﹤0.01%
227,270
+185,888
1863
$7.15M ﹤0.01%
325,878
+195,469
1864
$7.13M ﹤0.01%
135,695
-15,208
1865
$7.12M ﹤0.01%
173,620
+112,465
1866
$7.1M ﹤0.01%
599,288
-135,370
1867
$7.08M ﹤0.01%
105,573
+118
1868
$7.08M ﹤0.01%
56,510
+50,171
1869
$7.08M ﹤0.01%
77,851
+16,647
1870
$7.06M ﹤0.01%
343,879
+52,894
1871
$7.05M ﹤0.01%
212,482
+150,319
1872
$7.04M ﹤0.01%
186,180
+94,981
1873
$7.03M ﹤0.01%
68,533
+43,650
1874
$7.02M ﹤0.01%
826,235
-11,647
1875
$7M ﹤0.01%
278,853
+246,849
73 74
75
76 77