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
2376
$2.14M ﹤0.01%
430,557
-71,746
2377
$2.14M ﹤0.01%
47,633
+2,965
2378
$2.14M ﹤0.01%
43,494
+18,721
2379
$2.14M ﹤0.01%
123,477
-352,694
2380
$2.14M ﹤0.01%
58,164
+46,182
2381
$2.14M ﹤0.01%
145,643
+10,448
2382
$2.13M ﹤0.01%
66,241
+8,730
2383
$2.13M ﹤0.01%
95,864
+4,567
2384
$2.13M ﹤0.01%
52,337
-15,990
2385
$2.13M ﹤0.01%
34,516
-168,337
2386
$2.13M ﹤0.01%
51,701
+43,749
2387
$2.11M ﹤0.01%
185,030
-53,552
2388
$2.11M ﹤0.01%
289,413
+5,946
2389
$2.11M ﹤0.01%
19,075
+1,317
2390
$2.1M ﹤0.01%
38,885
+12,569
2391
$2.1M ﹤0.01%
92,240
-30,877
2392
$2.08M ﹤0.01%
+75,243
2393
$2.08M ﹤0.01%
25,528
-58,170
2394
$2.08M ﹤0.01%
102,828
+3,708
2395
$2.08M ﹤0.01%
44,507
+27,468
2396
$2.07M ﹤0.01%
50,064
-10,601
2397
$2.07M ﹤0.01%
190,742
-118,826
2398
$2.06M ﹤0.01%
284,816
-60,105
2399
$2.06M ﹤0.01%
38,268
+7,955
2400
$2.06M ﹤0.01%
92,090
-18,101
94 95
96
97 98