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
2601
$2.41M ﹤0.01%
99,053
-8,765
2602
$2.4M ﹤0.01%
66,475
+47,605
2603
$2.4M ﹤0.01%
133,044
-162
2604
$2.4M ﹤0.01%
78,217
-29,869
2605
$2.4M ﹤0.01%
441,883
+434,827
2606
$2.4M ﹤0.01%
11,477
-2,596
2607
$2.4M ﹤0.01%
147,904
+16,454
2608
$2.4M ﹤0.01%
63,370
+42,703
2609
$2.4M ﹤0.01%
121,568
+16,784
2610
$2.4M ﹤0.01%
837,645
-58,011
2611
$2.4M ﹤0.01%
1,023,327
+967,613
2612
$2.39M ﹤0.01%
205,386
+6,410
2613
$2.39M ﹤0.01%
48,283
+23,952
2614
$2.39M ﹤0.01%
67,933
+7,006
2615
$2.38M ﹤0.01%
1,304
-77
2616
$2.38M ﹤0.01%
31,855
+20,378
2617
$2.38M ﹤0.01%
2,078
+115
2618
$2.38M ﹤0.01%
11,590
-1,671
2619
$2.38M ﹤0.01%
62,550
+8,187
2620
$2.37M ﹤0.01%
55,724
+35,857
2621
$2.37M ﹤0.01%
131,233
+52,152
2622
$2.37M ﹤0.01%
104,112
-44,739
2623
$2.36M ﹤0.01%
37,904
+3,390
2624
$2.36M ﹤0.01%
+33,335
2625
$2.35M ﹤0.01%
20,983
-3,128
103 104
105
106 107