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
$174B
AUM Growth
-$28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,620
New
Increased
Reduced
Closed

Top Buys

1
+$1.68B
2
+$776M
3
+$580M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$479M
5
UBS icon
UBS Group
UBS
+$380M

Top Sells

1
+$1.06B
2
+$633M
3
+$528M
4
MSFT icon
Microsoft
MSFT
+$443M
5
AMZN icon
Amazon
AMZN
+$423M

Sector Composition

1 Technology 10.17%
2 Financials 8.41%
3 Healthcare 7.93%
4 Consumer Discretionary 6.47%
5 Industrials 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2101
$2.96M ﹤0.01%
157,560
+94,726
2102
$2.95M ﹤0.01%
79,337
+19,076
2103
$2.95M ﹤0.01%
356,821
+1,266
2104
$2.94M ﹤0.01%
69,159
-32,786
2105
$2.94M ﹤0.01%
590,162
+49,516
2106
$2.94M ﹤0.01%
47,016
+5,441
2107
$2.94M ﹤0.01%
49,346
+3,567
2108
$2.93M ﹤0.01%
231,613
-29,479
2109
$2.93M ﹤0.01%
520,630
-22,262
2110
$2.92M ﹤0.01%
31,793
+7,664
2111
$2.91M ﹤0.01%
100,722
+8,893
2112
$2.91M ﹤0.01%
94,530
-10,078
2113
$2.9M ﹤0.01%
29,617
-7,035
2114
$2.9M ﹤0.01%
115,288
+92,012
2115
$2.9M ﹤0.01%
49,686
+5,595
2116
$2.89M ﹤0.01%
122,973
+31,155
2117
$2.88M ﹤0.01%
38,788
+180
2118
$2.87M ﹤0.01%
178,111
-199,922
2119
$2.86M ﹤0.01%
63,544
-16,438
2120
$2.86M ﹤0.01%
83,397
+53,298
2121
$2.85M ﹤0.01%
359,085
+334,113
2122
$2.85M ﹤0.01%
100,326
+21,261
2123
$2.85M ﹤0.01%
58,083
+18,335
2124
$2.85M ﹤0.01%
25,574
+3,655
2125
$2.85M ﹤0.01%
135,486
+106,003
83 84
85
86 87