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
2426
$2M ﹤0.01%
54,468
-13,762
2427
$1.99M ﹤0.01%
72,996
-47,239
2428
$1.99M ﹤0.01%
22,070
-36,604
2429
$1.98M ﹤0.01%
109,322
+102,379
2430
$1.98M ﹤0.01%
248,671
+11,340
2431
$1.98M ﹤0.01%
332,005
+635
2432
$1.98M ﹤0.01%
116,919
+9,083
2433
$1.98M ﹤0.01%
23,348
-17,693
2434
$1.98M ﹤0.01%
45,227
+28,841
2435
$1.98M ﹤0.01%
68,858
+53,104
2436
$1.98M ﹤0.01%
194,042
-30,454
2437
$1.97M ﹤0.01%
348,894
+265,957
2438
$1.97M ﹤0.01%
50,246
-3,697
2439
$1.97M ﹤0.01%
49,024
-52,916
2440
$1.97M ﹤0.01%
62,213
+16,535
2441
$1.97M ﹤0.01%
78,803
+3,218
2442
$1.96M ﹤0.01%
35,213
+690
2443
$1.96M ﹤0.01%
82,196
+19,822
2444
$1.96M ﹤0.01%
191,774
-55,536
2445
$1.95M ﹤0.01%
53,352
+348
2446
$1.95M ﹤0.01%
43,472
-7,363
2447
$1.95M ﹤0.01%
302,976
-20,659
2448
$1.94M ﹤0.01%
233,818
+225,692
2449
$1.94M ﹤0.01%
54,726
-63,357
2450
$1.94M ﹤0.01%
189,920
+81,265
96 97
98
99 100