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
2201
$2.62M ﹤0.01%
297,166
+212,490
2202
$2.62M ﹤0.01%
61,002
+11,667
2203
$2.62M ﹤0.01%
105,415
+22,151
2204
$2.61M ﹤0.01%
626,873
-66,147
2205
$2.61M ﹤0.01%
131,954
+1,519
2206
$2.61M ﹤0.01%
400,211
-119,045
2207
$2.6M ﹤0.01%
188,703
+33,661
2208
$2.6M ﹤0.01%
39,103
-12,022
2209
$2.6M ﹤0.01%
67,847
-13,297
2210
$2.6M ﹤0.01%
46,674
-38,627
2211
$2.59M ﹤0.01%
46,185
-32,683
2212
$2.59M ﹤0.01%
230,586
-9,556
2213
$2.59M ﹤0.01%
210,066
-71,329
2214
$2.59M ﹤0.01%
159,867
+9,076
2215
$2.58M ﹤0.01%
37,436
-4,012
2216
$2.58M ﹤0.01%
92,414
-7,160
2217
$2.57M ﹤0.01%
33,645
+17,138
2218
$2.57M ﹤0.01%
156,164
-118,774
2219
$2.56M ﹤0.01%
41,321
-69,070
2220
$2.56M ﹤0.01%
179,848
-238,370
2221
$2.56M ﹤0.01%
110,976
+6,270
2222
$2.56M ﹤0.01%
280,241
+6,232
2223
$2.56M ﹤0.01%
22,761
+9,212
2224
$2.56M ﹤0.01%
105,485
+7,950
2225
$2.55M ﹤0.01%
298,050
-56,592
87 88
89
90 91