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
2326
$2.27M ﹤0.01%
89,748
+16,263
2327
$2.27M ﹤0.01%
99,616
-30,571
2328
$2.27M ﹤0.01%
113,140
+112,740
2329
$2.26M ﹤0.01%
178,138
-8,813
2330
$2.25M ﹤0.01%
146,446
+10,996
2331
$2.25M ﹤0.01%
172,305
+19,147
2332
$2.25M ﹤0.01%
35,048
-7,764
2333
$2.25M ﹤0.01%
120,099
+118,713
2334
$2.24M ﹤0.01%
119,790
-182,936
2335
$2.24M ﹤0.01%
42,861
-38,476
2336
$2.24M ﹤0.01%
178,208
-2,862,452
2337
$2.24M ﹤0.01%
59,918
+3,849
2338
$2.23M ﹤0.01%
210,650
-93,830
2339
$2.23M ﹤0.01%
+346,156
2340
$2.23M ﹤0.01%
209,146
+18,495
2341
$2.23M ﹤0.01%
58,650
+55,777
2342
$2.22M ﹤0.01%
27,935
-2,297
2343
$2.22M ﹤0.01%
110,619
+87,540
2344
$2.22M ﹤0.01%
142,338
+11,881
2345
$2.22M ﹤0.01%
296,111
-11,045
2346
$2.21M ﹤0.01%
41,508
+4,152
2347
$2.21M ﹤0.01%
224,365
-87,439
2348
$2.21M ﹤0.01%
106,940
-772,185
2349
$2.21M ﹤0.01%
158,870
+3,833
2350
$2.2M ﹤0.01%
264,311
-162,449
92 93
94
95 96