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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$431M
2
+$340M
3
+$315M
4
MDLZ icon
Mondelez International
MDLZ
+$314M
5
PH icon
Parker-Hannifin
PH
+$262M

Top Sells

1
+$670M
2
+$286M
3
+$268M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$254M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.42%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$134M 0.06%
2,612,091
-181,298
227
$133M 0.06%
2,753,402
+445,116
228
$133M 0.06%
1,726,394
-240,148
229
$132M 0.06%
3,366,182
+727,718
230
$132M 0.06%
7,288,548
-490,833
231
$131M 0.06%
2,619,083
+62,886
232
$130M 0.06%
3,361,221
+145,270
233
$130M 0.06%
2,426,025
-328,555
234
$130M 0.06%
2,543,974
+170,273
235
$130M 0.06%
3,107,071
-4,669,536
236
$129M 0.06%
629,298
+4,915
237
$129M 0.06%
2,324,731
+1,989,440
238
$128M 0.06%
2,539,764
-2,604
239
$128M 0.06%
2,250,567
-394,404
240
$127M 0.06%
2,006,391
+1,094,507
241
$126M 0.06%
12,448,362
-302,256
242
$126M 0.06%
6,209,228
+1,671,950
243
$125M 0.06%
2,715,660
+82,605
244
$124M 0.06%
2,416,858
+184,716
245
$122M 0.06%
4,974,262
+46,547
246
$121M 0.06%
863,007
-5,898
247
$120M 0.06%
5,993,072
+935,114
248
$120M 0.06%
3,866,118
-19,515
249
$120M 0.06%
1,362,331
+389
250
$120M 0.06%
2,016,734
-235,930
8 9
10
11 12