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
2151
$2.76M ﹤0.01%
88,733
-10,850
2152
$2.76M ﹤0.01%
66,782
+3,529
2153
$2.75M ﹤0.01%
122,828
+27,094
2154
$2.75M ﹤0.01%
245,223
-5,798
2155
$2.75M ﹤0.01%
230,158
-36,175
2156
$2.74M ﹤0.01%
87,089
+85,107
2157
$2.74M ﹤0.01%
203,642
+21,702
2158
$2.74M ﹤0.01%
166,850
-11,756
2159
$2.74M ﹤0.01%
122,919
-1,279,277
2160
$2.73M ﹤0.01%
31,665
+2,217
2161
$2.72M ﹤0.01%
124,209
-141,191
2162
$2.72M ﹤0.01%
53,215
-41,860
2163
$2.72M ﹤0.01%
127,490
+118,660
2164
$2.71M ﹤0.01%
102,718
+2,494
2165
$2.71M ﹤0.01%
101,989
-85,314
2166
$2.71M ﹤0.01%
18,741
+5,015
2167
$2.71M ﹤0.01%
381,028
-25,540
2168
$2.71M ﹤0.01%
192,299
-6,819
2169
$2.71M ﹤0.01%
35,344
-2,621
2170
$2.71M ﹤0.01%
91,801
-12,768
2171
$2.7M ﹤0.01%
23,715
+20,618
2172
$2.7M ﹤0.01%
49,211
+8,151
2173
$2.7M ﹤0.01%
19,387
-15,659
2174
$2.7M ﹤0.01%
75,527
-4,377
2175
$2.69M ﹤0.01%
392,152
+173,072
85 86
87
88 89