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
2551
$1.78M ﹤0.01%
20,585
-672
2552
$1.77M ﹤0.01%
36,792
+738
2553
$1.77M ﹤0.01%
39,681
-6,977
2554
$1.77M ﹤0.01%
81,333
+16,098
2555
$1.76M ﹤0.01%
21,651
-3,396
2556
$1.76M ﹤0.01%
28,075
+23,483
2557
$1.76M ﹤0.01%
83,072
+70,472
2558
$1.76M ﹤0.01%
137,146
+5,274
2559
$1.75M ﹤0.01%
49,918
-3,610
2560
$1.75M ﹤0.01%
8,661
+2,626
2561
$1.75M ﹤0.01%
27,714
-6,192
2562
$1.75M ﹤0.01%
23,173
+2,644
2563
$1.75M ﹤0.01%
331,962
-197,974
2564
$1.75M ﹤0.01%
133,361
+130,888
2565
$1.74M ﹤0.01%
25,320
-16,152
2566
$1.74M ﹤0.01%
35,080
+5,002
2567
$1.74M ﹤0.01%
47,358
+3,854
2568
$1.74M ﹤0.01%
109,860
+1,703
2569
$1.73M ﹤0.01%
26,731
+1,242
2570
$1.73M ﹤0.01%
69,624
+7,320
2571
$1.73M ﹤0.01%
11,493
-1,652
2572
$1.72M ﹤0.01%
24,454
+6,660
2573
$1.72M ﹤0.01%
44,064
+31,435
2574
$1.72M ﹤0.01%
142,351
+3,967
2575
$1.72M ﹤0.01%
65,187
+13,342
101 102
103
104 105