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
2276
$2.42M ﹤0.01%
63,304
-5,009
2277
$2.42M ﹤0.01%
57,372
+3,426
2278
$2.42M ﹤0.01%
97,498
-1,744,591
2279
$2.41M ﹤0.01%
38,651
-48,253
2280
$2.4M ﹤0.01%
140,251
-22,654
2281
$2.4M ﹤0.01%
71,470
+8,616
2282
$2.4M ﹤0.01%
339,892
-67,338
2283
$2.4M ﹤0.01%
292,046
-28,355
2284
$2.39M ﹤0.01%
195,121
-5,430
2285
$2.38M ﹤0.01%
185,305
-78,536
2286
$2.38M ﹤0.01%
269,494
+223,833
2287
$2.38M ﹤0.01%
100,187
+11,299
2288
$2.38M ﹤0.01%
83,656
+6,585
2289
$2.38M ﹤0.01%
65,742
+416
2290
$2.38M ﹤0.01%
54,326
-18,379
2291
$2.37M ﹤0.01%
183,317
-8,887
2292
$2.36M ﹤0.01%
55,923
+36,213
2293
$2.36M ﹤0.01%
108,766
-162,003
2294
$2.36M ﹤0.01%
51,544
-1,428
2295
$2.36M ﹤0.01%
90,978
+9,388
2296
$2.35M ﹤0.01%
181,488
-3,271
2297
$2.35M ﹤0.01%
20,447
+871
2298
$2.35M ﹤0.01%
94,766
+26,281
2299
$2.35M ﹤0.01%
25,155
+2,470
2300
$2.35M ﹤0.01%
128,559
+10,873
90 91
92
93 94