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
2651
$1.56M ﹤0.01%
104,390
+9,900
2652
$1.56M ﹤0.01%
90,010
-14,226
2653
$1.55M ﹤0.01%
22,452
-4,154
2654
$1.55M ﹤0.01%
151,973
-24,162
2655
$1.55M ﹤0.01%
175,621
+2,354
2656
$1.54M ﹤0.01%
34,008
+19,837
2657
$1.54M ﹤0.01%
25,099
+845
2658
$1.53M ﹤0.01%
38,513
+5,919
2659
$1.53M ﹤0.01%
132,593
-76,628
2660
$1.53M ﹤0.01%
14,171
+1,622
2661
$1.53M ﹤0.01%
54,405
+20,069
2662
$1.53M ﹤0.01%
31,780
+5,763
2663
$1.53M ﹤0.01%
59,798
+5,269
2664
$1.52M ﹤0.01%
3,082
+2,616
2665
$1.52M ﹤0.01%
37,665
-18,642
2666
$1.51M ﹤0.01%
64,468
+14,005
2667
$1.51M ﹤0.01%
37,101
+36,777
2668
$1.51M ﹤0.01%
52,027
+6,483
2669
$1.51M ﹤0.01%
54,609
+21,540
2670
$1.51M ﹤0.01%
125,060
+9,528
2671
$1.5M ﹤0.01%
76,378
-34,894
2672
$1.5M ﹤0.01%
69,805
+41,204
2673
$1.5M ﹤0.01%
198,267
+12,996
2674
$1.5M ﹤0.01%
26,194
+21,118
2675
$1.5M ﹤0.01%
51,949
+24,919
105 106
107
108 109