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
2351
$2.19M ﹤0.01%
1,378,567
+1,312,467
2352
$2.19M ﹤0.01%
8,153
-2,696
2353
$2.19M ﹤0.01%
45,423
-15,187
2354
$2.19M ﹤0.01%
22,363
+4,827
2355
$2.19M ﹤0.01%
44,084
+4,370
2356
$2.18M ﹤0.01%
80,349
+12,588
2357
$2.18M ﹤0.01%
55,087
-3,835
2358
$2.18M ﹤0.01%
56,955
-24,625
2359
$2.18M ﹤0.01%
1,282,980
-5,000
2360
$2.18M ﹤0.01%
49,284
-20,131
2361
$2.17M ﹤0.01%
153,073
+141,623
2362
$2.17M ﹤0.01%
51,240
+12,318
2363
$2.17M ﹤0.01%
30,617
+18,296
2364
$2.17M ﹤0.01%
56,980
+17,694
2365
$2.16M ﹤0.01%
21,054
+1,285
2366
$2.16M ﹤0.01%
4,388
-3,000
2367
$2.16M ﹤0.01%
43,723
+40,626
2368
$2.16M ﹤0.01%
54,517
-33,637
2369
$2.16M ﹤0.01%
35,923
+8,909
2370
$2.15M ﹤0.01%
29,075
-60,140
2371
$2.15M ﹤0.01%
+43,079
2372
$2.15M ﹤0.01%
36,518
-13,672
2373
$2.15M ﹤0.01%
88,539
+84,335
2374
$2.15M ﹤0.01%
59,198
+11,525
2375
$2.14M ﹤0.01%
430,557
-71,746
93 94
95
96 97