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
2301
$2.35M ﹤0.01%
74,168
+9,427
2302
$2.34M ﹤0.01%
59,744
-34,148
2303
$2.34M ﹤0.01%
99,914
-47,254
2304
$2.33M ﹤0.01%
105,623
+86,684
2305
$2.33M ﹤0.01%
383,710
+320,435
2306
$2.33M ﹤0.01%
54,052
-4,234
2307
$2.33M ﹤0.01%
147,212
-240,231
2308
$2.32M ﹤0.01%
289,570
-1,403,976
2309
$2.32M ﹤0.01%
12,470
-45,308
2310
$2.31M ﹤0.01%
198,479
-80,071
2311
$2.31M ﹤0.01%
81,442
+3,129
2312
$2.31M ﹤0.01%
224,408
-45,772
2313
$2.31M ﹤0.01%
93,507
+28,302
2314
$2.31M ﹤0.01%
66,748
-8,400
2315
$2.31M ﹤0.01%
148,960
+19,426
2316
$2.3M ﹤0.01%
38,659
-17,437
2317
$2.3M ﹤0.01%
331,227
+171,514
2318
$2.3M ﹤0.01%
102,574
+15,569
2319
$2.29M ﹤0.01%
47,578
-266,840
2320
$2.29M ﹤0.01%
81,261
-75,874
2321
$2.29M ﹤0.01%
99,089
-10,879
2322
$2.29M ﹤0.01%
132,476
+11,152
2323
$2.28M ﹤0.01%
179,273
-29,009
2324
$2.28M ﹤0.01%
151,545
-34,998
2325
$2.28M ﹤0.01%
29,254
-1,396
91 92
93
94 95