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
2526
$2.62M ﹤0.01%
64,977
+32,764
2527
$2.61M ﹤0.01%
62,835
-10,547
2528
$2.6M ﹤0.01%
138,330
-4,613,752
2529
$2.6M ﹤0.01%
76,415
-5,578
2530
$2.6M ﹤0.01%
34,186
-8,309
2531
$2.6M ﹤0.01%
62,446
+46,287
2532
$2.6M ﹤0.01%
235,419
+128,306
2533
$2.6M ﹤0.01%
106,987
-22,861
2534
$2.6M ﹤0.01%
82,901
+4,182
2535
$2.59M ﹤0.01%
46,720
-33,090
2536
$2.59M ﹤0.01%
37,697
+496
2537
$2.59M ﹤0.01%
181,236
-53,879
2538
$2.59M ﹤0.01%
127,734
-166,781
2539
$2.58M ﹤0.01%
83,868
-218,198
2540
$2.58M ﹤0.01%
58,108
-8,880
2541
$2.58M ﹤0.01%
4,778
+2,074
2542
$2.58M ﹤0.01%
558,992
+229,401
2543
$2.57M ﹤0.01%
205,230
+963
2544
$2.56M ﹤0.01%
108,790
+7,275
2545
$2.56M ﹤0.01%
262,732
+10,851
2546
$2.56M ﹤0.01%
79,500
+64,847
2547
$2.56M ﹤0.01%
165,249
+40,383
2548
$2.56M ﹤0.01%
15,340
+458
2549
$2.55M ﹤0.01%
54,788
+44,840
2550
$2.55M ﹤0.01%
35,328
+1,216
100 101
102
103 104