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
2576
$2.48M ﹤0.01%
87,615
-57,684
2577
$2.47M ﹤0.01%
30,776
+978
2578
$2.47M ﹤0.01%
41,022
+4,175
2579
$2.47M ﹤0.01%
208,734
-7,831
2580
$2.47M ﹤0.01%
44,685
+16,064
2581
$2.46M ﹤0.01%
112,194
+9,033
2582
$2.46M ﹤0.01%
86,967
+12,353
2583
$2.46M ﹤0.01%
30,603
-1,252
2584
$2.46M ﹤0.01%
+68,327
2585
$2.46M ﹤0.01%
456,371
+92,090
2586
$2.46M ﹤0.01%
35,576
-3,981
2587
$2.45M ﹤0.01%
162,176
+1,298
2588
$2.44M ﹤0.01%
295,322
+185,857
2589
$2.44M ﹤0.01%
171,048
-971
2590
$2.44M ﹤0.01%
52,816
+4,027
2591
$2.44M ﹤0.01%
96,892
+4,381
2592
$2.43M ﹤0.01%
74,496
-700
2593
$2.43M ﹤0.01%
91,301
+5,023
2594
$2.43M ﹤0.01%
+89,308
2595
$2.43M ﹤0.01%
56,702
-1,937
2596
$2.43M ﹤0.01%
160,442
-6,482
2597
$2.42M ﹤0.01%
356,005
+29,442
2598
$2.42M ﹤0.01%
61,341
+11,440
2599
$2.42M ﹤0.01%
15,148
-408
2600
$2.41M ﹤0.01%
57,331
-30,804
102 103
104
105 106