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
2476
$2.75M ﹤0.01%
587,481
-30,762
2477
$2.75M ﹤0.01%
158,707
+46,643
2478
$2.75M ﹤0.01%
28,411
+961
2479
$2.74M ﹤0.01%
64,570
-40,206
2480
$2.74M ﹤0.01%
52,265
-2,804
2481
$2.74M ﹤0.01%
99,927
-13,308
2482
$2.73M ﹤0.01%
162,476
+6,594
2483
$2.73M ﹤0.01%
34,479
-9,292
2484
$2.72M ﹤0.01%
57,592
+12,881
2485
$2.72M ﹤0.01%
5,736
+5,424
2486
$2.72M ﹤0.01%
218,349
+216,231
2487
$2.71M ﹤0.01%
270,519
-58,360
2488
$2.71M ﹤0.01%
123,537
+20,020
2489
$2.71M ﹤0.01%
173,481
-17,050
2490
$2.7M ﹤0.01%
42,463
-7,487
2491
$2.7M ﹤0.01%
126,850
+25,699
2492
$2.69M ﹤0.01%
17,158
-1,883
2493
$2.69M ﹤0.01%
342,007
+266,097
2494
$2.69M ﹤0.01%
29,414
-4,437
2495
$2.69M ﹤0.01%
102,436
+10,853
2496
$2.69M ﹤0.01%
195,146
+84,660
2497
$2.69M ﹤0.01%
63,167
+2,350
2498
$2.69M ﹤0.01%
50,082
+2,027
2499
$2.69M ﹤0.01%
39,360
+18,100
2500
$2.69M ﹤0.01%
18,826
+7,318
98 99
100
101 102