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
$224B
AUM Growth
+$8.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,704
New
Increased
Reduced
Closed

Top Buys

1
+$2.55B
2
+$459M
3
+$316M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$293M
5
GSK icon
GSK
GSK
+$251M

Top Sells

1
+$991M
2
+$408M
3
+$315M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$296M
5
INTC icon
Intel
INTC
+$283M

Sector Composition

1 Technology 14.92%
2 Consumer Discretionary 9.09%
3 Financials 8.49%
4 Healthcare 7.86%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$191M 0.06%
8,059,362
+1,066,974
227
$190M 0.06%
3,479,613
+699,860
228
$189M 0.06%
6,189,614
-46,202
229
$189M 0.06%
1,004,113
+207,818
230
$188M 0.06%
5,860,947
-201,612
231
$188M 0.06%
1,775,404
-48,031
232
$187M 0.06%
2,967,567
+696,414
233
$186M 0.06%
3,667,428
-30,203
234
$185M 0.06%
4,729,511
-368,892
235
$185M 0.06%
558,463
+220,579
236
$183M 0.06%
854,700
+62,090
237
$180M 0.06%
811,941
-87,613
238
$179M 0.06%
2,046,736
-140,894
239
$178M 0.06%
1,915,714
-176,361
240
$178M 0.06%
1,839,257
+250,135
241
$173M 0.06%
7,639,496
+1,675,958
242
$173M 0.06%
666,438
+118,932
243
$171M 0.06%
578,664
-22,151
244
$171M 0.06%
5,237,730
-343,468
245
$170M 0.06%
2,705,374
+304,690
246
$170M 0.06%
6,494,242
-1,150,056
247
$170M 0.06%
1,535,010
-136,830
248
$169M 0.06%
2,646,043
-4,101,007
249
$168M 0.06%
6,898,506
+164,988
250
$168M 0.06%
1,533,127
+48,458
8 9
10
11 12