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
2676
$2.22M ﹤0.01%
52,190
-29,534
2677
$2.22M ﹤0.01%
321,641
+2,453
2678
$2.22M ﹤0.01%
366,007
+252,671
2679
$2.22M ﹤0.01%
57,084
-9,119
2680
$2.22M ﹤0.01%
32,984
+2,361
2681
$2.22M ﹤0.01%
29,374
-9,337
2682
$2.22M ﹤0.01%
329,885
-20,764
2683
$2.22M ﹤0.01%
48,840
+10,390
2684
$2.21M ﹤0.01%
14,836
+11,019
2685
$2.2M ﹤0.01%
18,188
-989
2686
$2.2M ﹤0.01%
257,453
+20,060
2687
$2.19M ﹤0.01%
44,014
-1,591
2688
$2.19M ﹤0.01%
19,350
+10,291
2689
$2.19M ﹤0.01%
55,818
+22,593
2690
$2.19M ﹤0.01%
70,648
-37,458
2691
$2.19M ﹤0.01%
39,115
+3,768
2692
$2.19M ﹤0.01%
58,324
-86,887
2693
$2.19M ﹤0.01%
76,907
-11,996
2694
$2.19M ﹤0.01%
41,399
+12,038
2695
$2.18M ﹤0.01%
60,587
+6,277
2696
$2.18M ﹤0.01%
231,398
-30,869
2697
$2.17M ﹤0.01%
157,951
+17,721
2698
$2.17M ﹤0.01%
28,643
+27,852
2699
$2.16M ﹤0.01%
49,681
+124
2700
$2.16M ﹤0.01%
13,970
-8,785
106 107
108
109 110