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
2501
$1.91M ﹤0.01%
132,650
-2,665
2502
$1.91M ﹤0.01%
25,124
+10,173
2503
$1.91M ﹤0.01%
39,431
+16,674
2504
$1.91M ﹤0.01%
672
+358
2505
$1.91M ﹤0.01%
23,969
+5,993
2506
$1.9M ﹤0.01%
92,412
+5,826
2507
$1.9M ﹤0.01%
201,405
+80
2508
$1.9M ﹤0.01%
42,073
+20,665
2509
$1.9M ﹤0.01%
92,051
-11,666
2510
$1.89M ﹤0.01%
46,856
+11,806
2511
$1.89M ﹤0.01%
21,474
+5,040
2512
$1.89M ﹤0.01%
35,420
+18,098
2513
$1.88M ﹤0.01%
121,072
-11,441
2514
$1.88M ﹤0.01%
61,495
+59,602
2515
$1.88M ﹤0.01%
218,151
+50,005
2516
$1.88M ﹤0.01%
168,059
+7,104
2517
$1.88M ﹤0.01%
51,731
+8,356
2518
$1.88M ﹤0.01%
30,565
+1,442
2519
$1.88M ﹤0.01%
95,884
+55,176
2520
$1.88M ﹤0.01%
74,493
+18,154
2521
$1.87M ﹤0.01%
48,528
-47,269
2522
$1.87M ﹤0.01%
84,736
+4,334
2523
$1.87M ﹤0.01%
161,115
+19,536
2524
$1.86M ﹤0.01%
24,913
+2,179
2525
$1.86M ﹤0.01%
19,998
+3,427
99 100
101
102 103