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
$118B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,875
New
Increased
Reduced
Closed

Top Buys

1
+$4.2B
2
+$2.09B
3
+$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.34B
5
QCOM icon
Qualcomm
QCOM
+$1.25B

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.63%
2 Energy 9.17%
3 Technology 8.86%
4 Healthcare 8.79%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$1.33M ﹤0.01%
+81,630
2552
$1.33M ﹤0.01%
+13,783
2553
$1.33M ﹤0.01%
+231,345
2554
$1.33M ﹤0.01%
+104,561
2555
$1.33M ﹤0.01%
+87,325
2556
$1.31M ﹤0.01%
+45,866
2557
$1.31M ﹤0.01%
+26,150
2558
$1.31M ﹤0.01%
+33,609
2559
$1.31M ﹤0.01%
+20,678
2560
$1.31M ﹤0.01%
+90,417
2561
$1.31M ﹤0.01%
+96,243
2562
$1.31M ﹤0.01%
+47,113
2563
$1.3M ﹤0.01%
+82,026
2564
$1.3M ﹤0.01%
+70,096
2565
$1.3M ﹤0.01%
+69,045
2566
$1.3M ﹤0.01%
+55,350
2567
$1.3M ﹤0.01%
+79,152
2568
$1.29M ﹤0.01%
+36,151
2569
$1.29M ﹤0.01%
+53,727
2570
$1.29M ﹤0.01%
+103,100
2571
$1.29M ﹤0.01%
+31,809
2572
$1.29M ﹤0.01%
+29,510
2573
$1.28M ﹤0.01%
+18,005
2574
$1.28M ﹤0.01%
+110,549
2575
$1.28M ﹤0.01%
+26,053
101 102
103
104 105