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
2676
$1.5M ﹤0.01%
58,832
-1,948
2677
$1.49M ﹤0.01%
41,583
+7,774
2678
$1.49M ﹤0.01%
15,525
-4,400
2679
$1.49M ﹤0.01%
20,161
+4,272
2680
$1.48M ﹤0.01%
11,867
+8,546
2681
$1.48M ﹤0.01%
47,144
-12,813
2682
$1.48M ﹤0.01%
241,753
+34,137
2683
$1.48M ﹤0.01%
54,684
+8,086
2684
$1.47M ﹤0.01%
37,515
+730
2685
$1.47M ﹤0.01%
52,074
+517
2686
$1.47M ﹤0.01%
76,227
+10,153
2687
$1.47M ﹤0.01%
64,680
-4,853
2688
$1.47M ﹤0.01%
18,710
+13,140
2689
$1.46M ﹤0.01%
44,047
+9,853
2690
$1.46M ﹤0.01%
126,982
+22
2691
$1.46M ﹤0.01%
67,794
+13,022
2692
$1.45M ﹤0.01%
69,076
+65
2693
$1.45M ﹤0.01%
28,787
-9,431
2694
$1.45M ﹤0.01%
27,729
+20,412
2695
$1.45M ﹤0.01%
53,149
-122,318
2696
$1.45M ﹤0.01%
104,918
+8,975
2697
$1.45M ﹤0.01%
23,590
-10,962
2698
$1.45M ﹤0.01%
275,301
+162,066
2699
$1.45M ﹤0.01%
152,789
-106,679
2700
$1.44M ﹤0.01%
28,703
+11,757
106 107
108
109 110