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
2626
$2.35M ﹤0.01%
15,679
-6,865
2627
$2.35M ﹤0.01%
89,536
+52,481
2628
$2.34M ﹤0.01%
150,030
-2,654
2629
$2.34M ﹤0.01%
71,517
+59,243
2630
$2.33M ﹤0.01%
32,274
+9,553
2631
$2.33M ﹤0.01%
49,429
-2,443
2632
$2.33M ﹤0.01%
59,129
+7,776
2633
$2.33M ﹤0.01%
51,246
-18,982
2634
$2.33M ﹤0.01%
44,480
+6,670
2635
$2.32M ﹤0.01%
19,558
+9,984
2636
$2.32M ﹤0.01%
132,563
+131,703
2637
$2.32M ﹤0.01%
56,429
+19,408
2638
$2.32M ﹤0.01%
187,152
-19,393
2639
$2.31M ﹤0.01%
55,477
-2,069
2640
$2.31M ﹤0.01%
159,813
+56,987
2641
$2.3M ﹤0.01%
368
-81
2642
$2.3M ﹤0.01%
213,089
+201,583
2643
$2.3M ﹤0.01%
184,522
+23,711
2644
$2.3M ﹤0.01%
106,260
+33,923
2645
$2.3M ﹤0.01%
56,777
+2,091
2646
$2.29M ﹤0.01%
47,600
+39,630
2647
$2.29M ﹤0.01%
45,625
+350
2648
$2.29M ﹤0.01%
17,698
+1,427
2649
$2.29M ﹤0.01%
36,168
+2,489
2650
$2.29M ﹤0.01%
67,005
+43,119
104 105
106
107 108