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
2601
$1.66M ﹤0.01%
10,578
-9,375
2602
$1.66M ﹤0.01%
44,165
-633
2603
$1.66M ﹤0.01%
49,482
+1,736
2604
$1.66M ﹤0.01%
32,151
+4,354
2605
$1.66M ﹤0.01%
16,391
+10,707
2606
$1.65M ﹤0.01%
37,965
-2,582
2607
$1.65M ﹤0.01%
110,762
-7,051
2608
$1.65M ﹤0.01%
+30,948
2609
$1.65M ﹤0.01%
78,384
-1,428
2610
$1.65M ﹤0.01%
66,353
-11,341
2611
$1.64M ﹤0.01%
27,569
+13,914
2612
$1.64M ﹤0.01%
117,962
+10,186
2613
$1.64M ﹤0.01%
43,423
+6,285
2614
$1.64M ﹤0.01%
41,711
-25,792
2615
$1.64M ﹤0.01%
51,759
+13,007
2616
$1.64M ﹤0.01%
66,495
+322
2617
$1.63M ﹤0.01%
15,339
+2,686
2618
$1.62M ﹤0.01%
59,683
+2,499
2619
$1.61M ﹤0.01%
119,517
-17,950
2620
$1.61M ﹤0.01%
108,299
+1,706
2621
$1.61M ﹤0.01%
53,307
+14,506
2622
$1.61M ﹤0.01%
39,475
-27,800
2623
$1.61M ﹤0.01%
73,456
-4,999
2624
$1.61M ﹤0.01%
75,573
+9,942
2625
$1.61M ﹤0.01%
68,666
-51,819
103 104
105
106 107