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
2701
$1.44M ﹤0.01%
88,751
+8,320
2702
$1.44M ﹤0.01%
1,992
+130
2703
$1.44M ﹤0.01%
34,855
+7,503
2704
$1.44M ﹤0.01%
171,808
-17,936
2705
$1.43M ﹤0.01%
27,299
-25,756
2706
$1.43M ﹤0.01%
42,264
+3,047
2707
$1.43M ﹤0.01%
86,156
-20,146
2708
$1.43M ﹤0.01%
29,553
+10,964
2709
$1.42M ﹤0.01%
72,423
+2,250
2710
$1.42M ﹤0.01%
37,106
+25,338
2711
$1.42M ﹤0.01%
15,638
+3,210
2712
$1.42M ﹤0.01%
32,855
-28,294
2713
$1.42M ﹤0.01%
133,430
+2,484
2714
$1.42M ﹤0.01%
42,785
+13,643
2715
$1.42M ﹤0.01%
46,608
+8,608
2716
$1.42M ﹤0.01%
54,747
-14,004
2717
$1.42M ﹤0.01%
24,174
+12,355
2718
$1.41M ﹤0.01%
18,190
+2,691
2719
$1.41M ﹤0.01%
43,181
+809
2720
$1.41M ﹤0.01%
43,859
+7,351
2721
$1.4M ﹤0.01%
294,625
-69,126
2722
$1.4M ﹤0.01%
85,159
-793
2723
$1.4M ﹤0.01%
143,689
+29,658
2724
$1.4M ﹤0.01%
86,347
-48,003
2725
$1.4M ﹤0.01%
55,868
-1,209
107 108
109
110 111