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
2651
$2.28M ﹤0.01%
115,450
+47,284
2652
$2.27M ﹤0.01%
99,907
+68,527
2653
$2.27M ﹤0.01%
103,920
+22,199
2654
$2.27M ﹤0.01%
23,795
+15,563
2655
$2.27M ﹤0.01%
104,101
+82,827
2656
$2.27M ﹤0.01%
50,983
+23,046
2657
$2.27M ﹤0.01%
67,326
+4,377
2658
$2.27M ﹤0.01%
71,274
-31,293
2659
$2.26M ﹤0.01%
21,834
+45
2660
$2.26M ﹤0.01%
55,567
-13,062
2661
$2.26M ﹤0.01%
96,754
+5,259
2662
$2.26M ﹤0.01%
20,559
+13,165
2663
$2.26M ﹤0.01%
156,717
-161
2664
$2.26M ﹤0.01%
321,796
+311,098
2665
$2.25M ﹤0.01%
505,491
+1,805
2666
$2.25M ﹤0.01%
84,000
-50,860
2667
$2.25M ﹤0.01%
21,602
-4,018
2668
$2.25M ﹤0.01%
101,325
+4,039
2669
$2.25M ﹤0.01%
110,940
-11,910
2670
$2.25M ﹤0.01%
26,788
+24,836
2671
$2.24M ﹤0.01%
24,395
-1,626
2672
$2.24M ﹤0.01%
216,227
+4,536
2673
$2.23M ﹤0.01%
134,946
+23,980
2674
$2.23M ﹤0.01%
77,469
+24,110
2675
$2.22M ﹤0.01%
63,974
+2,493
105 106
107
108 109