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
2501
$2.68M ﹤0.01%
10,951
+2,392
2502
$2.68M ﹤0.01%
222,207
+86,409
2503
$2.67M ﹤0.01%
50,265
-3,377
2504
$2.67M ﹤0.01%
34,739
-27,447
2505
$2.66M ﹤0.01%
69,495
-22,264
2506
$2.66M ﹤0.01%
24,056
-5,122
2507
$2.66M ﹤0.01%
94,470
+10,463
2508
$2.66M ﹤0.01%
96,055
+2,252
2509
$2.66M ﹤0.01%
24,810
+8,190
2510
$2.66M ﹤0.01%
79,771
-16,009
2511
$2.65M ﹤0.01%
+53,811
2512
$2.65M ﹤0.01%
72,466
+351
2513
$2.65M ﹤0.01%
114,690
+15,329
2514
$2.65M ﹤0.01%
150,421
-5,235
2515
$2.64M ﹤0.01%
41,166
-3,896
2516
$2.63M ﹤0.01%
43,309
-12,801
2517
$2.63M ﹤0.01%
34,236
+2,594
2518
$2.63M ﹤0.01%
59,039
-47,463
2519
$2.63M ﹤0.01%
127,206
+15,302
2520
$2.63M ﹤0.01%
97,003
+18,609
2521
$2.63M ﹤0.01%
36,400
+1,862
2522
$2.62M ﹤0.01%
141,334
+5,942
2523
$2.62M ﹤0.01%
295,160
+39,466
2524
$2.62M ﹤0.01%
29,539
-19,495
2525
$2.62M ﹤0.01%
45,935
+664
99 100
101
102 103