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
2451
$1.94M ﹤0.01%
228,874
-49,316
2452
$1.93M ﹤0.01%
67,670
-13,290
2453
$1.93M ﹤0.01%
24,629
+4,488
2454
$1.93M ﹤0.01%
52,116
+5,148
2455
$1.92M ﹤0.01%
55,475
+9,664
2456
$1.92M ﹤0.01%
69,471
+23,179
2457
$1.92M ﹤0.01%
38,215
+2,873
2458
$1.92M ﹤0.01%
70,742
-37,144
2459
$1.91M ﹤0.01%
40,644
+1,344
2460
$1.91M ﹤0.01%
69,632
-10,605
2461
$1.91M ﹤0.01%
37,089
+13,885
2462
$1.9M ﹤0.01%
46,040
+16,991
2463
$1.9M ﹤0.01%
96,142
-22,594
2464
$1.9M ﹤0.01%
48,103
+24,127
2465
$1.9M ﹤0.01%
23,914
+15,384
2466
$1.9M ﹤0.01%
37,879
-49,932
2467
$1.9M ﹤0.01%
31,356
-13,510
2468
$1.89M ﹤0.01%
177,197
+143,134
2469
$1.89M ﹤0.01%
95,559
+21,484
2470
$1.89M ﹤0.01%
107,756
+101,964
2471
$1.89M ﹤0.01%
158,382
+24,897
2472
$1.88M ﹤0.01%
51,681
+9,616
2473
$1.88M ﹤0.01%
322,109
-112,963
2474
$1.88M ﹤0.01%
208,034
+179,492
2475
$1.88M ﹤0.01%
57,802
+2,807
97 98
99
100 101