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
2401
$2.06M ﹤0.01%
67,363
-148,683
2402
$2.06M ﹤0.01%
85,871
+33,448
2403
$2.06M ﹤0.01%
21,967
+2,894
2404
$2.06M ﹤0.01%
282,144
+40,988
2405
$2.06M ﹤0.01%
28,483
+6,998
2406
$2.05M ﹤0.01%
29,638
+4,548
2407
$2.05M ﹤0.01%
51,796
+50,465
2408
$2.04M ﹤0.01%
192,074
-37,284
2409
$2.04M ﹤0.01%
12,704
-8,098
2410
$2.04M ﹤0.01%
92,353
+75
2411
$2.04M ﹤0.01%
162,734
-122,943
2412
$2.04M ﹤0.01%
42,437
+19,664
2413
$2.03M ﹤0.01%
367,628
+268,500
2414
$2.03M ﹤0.01%
14,450
+13,497
2415
$2.03M ﹤0.01%
84,843
+75,509
2416
$2.02M ﹤0.01%
76,364
-8,620
2417
$2.02M ﹤0.01%
31,299
-3,358
2418
$2.02M ﹤0.01%
80,067
-10,059
2419
$2.02M ﹤0.01%
33,774
+18,496
2420
$2.01M ﹤0.01%
42,042
-2,285
2421
$2M ﹤0.01%
82,613
-26,878
2422
$2M ﹤0.01%
70,562
-1,666
2423
$2M ﹤0.01%
33,182
+6,009
2424
$2M ﹤0.01%
41,674
-12,369
2425
$2M ﹤0.01%
48,028
-50,343
95 96
97
98 99