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
201
$166M 0.08%
3,172,685
-133,100
202
$164M 0.07%
1,016,808
-38,362
203
$162M 0.07%
1,355,528
-36,950
204
$162M 0.07%
2,701,464
+961,842
205
$161M 0.07%
2,716,100
-295,492
206
$160M 0.07%
2,156,782
+1,215,763
207
$156M 0.07%
7,518,354
-2,335,122
208
$156M 0.07%
1,298,775
-30,245
209
$153M 0.07%
2,495,237
+795,676
210
$153M 0.07%
997,494
-27,886
211
$151M 0.07%
3,314,662
-363,266
212
$150M 0.07%
3,586,344
+1,957,764
213
$149M 0.07%
2,492,388
-22,405
214
$149M 0.07%
4,103,788
-1,176,688
215
$148M 0.07%
1,972,530
-1,029,020
216
$147M 0.07%
2,294,746
-1,365,558
217
$145M 0.07%
2,909,688
+429,441
218
$144M 0.07%
4,113,239
-100,733
219
$144M 0.07%
5,001,984
-409,346
220
$143M 0.07%
2,369,435
+338,711
221
$143M 0.07%
1,229,098
+27,228
222
$142M 0.06%
5,360,920
-601,266
223
$142M 0.06%
5,785,459
+351,232
224
$141M 0.06%
2,419,588
-339,186
225
$139M 0.06%
1,185,416
+332,822
7 8
9
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