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
2626
$1.61M ﹤0.01%
79,262
+38,411
2627
$1.61M ﹤0.01%
27,012
+1,860
2628
$1.61M ﹤0.01%
80,094
+4,192
2629
$1.61M ﹤0.01%
25,154
-11,583
2630
$1.61M ﹤0.01%
138,435
+21,896
2631
$1.6M ﹤0.01%
159,720
+46,363
2632
$1.6M ﹤0.01%
31,342
+9,628
2633
$1.6M ﹤0.01%
134,622
+12,151
2634
$1.6M ﹤0.01%
25,445
-9,061
2635
$1.6M ﹤0.01%
50,013
+23,352
2636
$1.6M ﹤0.01%
732,509
+17,015
2637
$1.6M ﹤0.01%
135,644
+5,295
2638
$1.59M ﹤0.01%
24,098
-113,221
2639
$1.59M ﹤0.01%
59,951
-74,591
2640
$1.59M ﹤0.01%
56,218
+18,414
2641
$1.59M ﹤0.01%
25,352
+892
2642
$1.59M ﹤0.01%
578,730
+486,430
2643
$1.58M ﹤0.01%
82,548
-6,482
2644
$1.58M ﹤0.01%
23,983
-22,575
2645
$1.58M ﹤0.01%
22,770
+22,372
2646
$1.57M ﹤0.01%
48,538
-328
2647
$1.57M ﹤0.01%
117,069
-45,728
2648
$1.57M ﹤0.01%
1,242,387
-622,913
2649
$1.57M ﹤0.01%
33,955
+5,003
2650
$1.56M ﹤0.01%
52,642
-20,523
104 105
106
107 108