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
2551
$2.55M ﹤0.01%
85,473
+51,989
2552
$2.54M ﹤0.01%
42,853
-61,587
2553
$2.54M ﹤0.01%
65,538
-3,546
2554
$2.54M ﹤0.01%
40,725
-3,556
2555
$2.53M ﹤0.01%
50,024
+23,314
2556
$2.53M ﹤0.01%
48,633
-33,902
2557
$2.53M ﹤0.01%
35,005
-8,261
2558
$2.53M ﹤0.01%
51,012
-50,423
2559
$2.52M ﹤0.01%
9,549
-14,692
2560
$2.52M ﹤0.01%
22,650
+11,046
2561
$2.52M ﹤0.01%
265,318
-123,801
2562
$2.51M ﹤0.01%
61,696
+46,949
2563
$2.51M ﹤0.01%
100,463
+4,086
2564
$2.51M ﹤0.01%
65,018
-81,726
2565
$2.51M ﹤0.01%
129,947
+102,110
2566
$2.51M ﹤0.01%
177,834
+11,573
2567
$2.5M ﹤0.01%
70,298
+34,423
2568
$2.5M ﹤0.01%
62,754
+25,151
2569
$2.5M ﹤0.01%
344,380
+7,258
2570
$2.5M ﹤0.01%
83,542
+71,142
2571
$2.49M ﹤0.01%
84,632
-4,347
2572
$2.49M ﹤0.01%
73,770
+61,305
2573
$2.48M ﹤0.01%
27,734
+5,682
2574
$2.48M ﹤0.01%
164,560
-15,259
2575
$2.48M ﹤0.01%
120,463
-101,953
101 102
103
104 105