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
201
$303M 0.08%
16,541,402
+2,391,957
202
$293M 0.07%
4,377,096
+2,196,917
203
$293M 0.07%
1,527,881
+39,648
204
$293M 0.07%
4,030,357
-742,909
205
$292M 0.07%
1,412,272
+190,134
206
$291M 0.07%
10,280,366
+3,647,661
207
$291M 0.07%
3,275,720
+1,309,374
208
$289M 0.07%
726,469
-104,653
209
$288M 0.07%
2,675,632
-139,888
210
$288M 0.07%
3,336,404
-2,463,519
211
$287M 0.07%
3,312,240
+173,701
212
$284M 0.07%
2,101,632
-27,957
213
$284M 0.07%
1,331,195
+4,503
214
$280M 0.07%
3,425,338
+47,795
215
$279M 0.07%
3,909,694
+2,119,422
216
$277M 0.07%
7,733,409
-10,395
217
$274M 0.07%
6,287,395
+1,975,102
218
$273M 0.07%
1,159,498
-30,521
219
$273M 0.07%
4,840,812
+35,918
220
$270M 0.07%
3,541,016
+142,632
221
$269M 0.07%
3,681,542
+36,734
222
$268M 0.07%
7,483,636
+3,543,425
223
$268M 0.07%
2,164,898
+225,326
224
$267M 0.07%
4,597,248
-107,605
225
$266M 0.07%
6,389,989
+648,977
7 8
9
10 11