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
2526
$1.85M ﹤0.01%
7,565
+4,674
2527
$1.85M ﹤0.01%
46,793
+9,562
2528
$1.85M ﹤0.01%
32,956
+341
2529
$1.84M ﹤0.01%
109,121
+6,376
2530
$1.84M ﹤0.01%
108,128
+3,656
2531
$1.84M ﹤0.01%
123,971
+3,288
2532
$1.83M ﹤0.01%
70,559
-10,354
2533
$1.83M ﹤0.01%
128,454
+1,515
2534
$1.82M ﹤0.01%
34,171
-40,048
2535
$1.82M ﹤0.01%
179,999
+64,490
2536
$1.82M ﹤0.01%
49,801
+4,039
2537
$1.82M ﹤0.01%
43,857
+16,488
2538
$1.81M ﹤0.01%
66,624
+11,524
2539
$1.8M ﹤0.01%
43,455
-22,933
2540
$1.8M ﹤0.01%
467,458
+220,389
2541
$1.8M ﹤0.01%
35,491
-13,327
2542
$1.79M ﹤0.01%
130,709
-11,147
2543
$1.79M ﹤0.01%
252,355
+40,895
2544
$1.79M ﹤0.01%
21,264
+10,601
2545
$1.78M ﹤0.01%
33,287
+11,180
2546
$1.78M ﹤0.01%
110,030
+22,744
2547
$1.78M ﹤0.01%
55,095
-15,082
2548
$1.78M ﹤0.01%
59,866
+8,871
2549
$1.78M ﹤0.01%
44,522
+29,740
2550
$1.78M ﹤0.01%
135,628
+67,562
100 101
102
103 104