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
2701
$2.16M ﹤0.01%
163,384
+102,541
2702
$2.15M ﹤0.01%
11,446
-3,538
2703
$2.15M ﹤0.01%
158,161
-17,263
2704
$2.14M ﹤0.01%
56,930
+50,932
2705
$2.14M ﹤0.01%
41,757
+4,510
2706
$2.14M ﹤0.01%
317,813
-100,689
2707
$2.14M ﹤0.01%
5,483
+3,290
2708
$2.14M ﹤0.01%
24,548
+3,668
2709
$2.14M ﹤0.01%
40,166
+34,030
2710
$2.14M ﹤0.01%
67,930
+37,184
2711
$2.13M ﹤0.01%
48,931
+8,110
2712
$2.13M ﹤0.01%
220,382
+111,508
2713
$2.13M ﹤0.01%
25,999
-7,981
2714
$2.12M ﹤0.01%
691,766
+483,119
2715
$2.12M ﹤0.01%
98,661
-848,273
2716
$2.12M ﹤0.01%
48,877
-249
2717
$2.12M ﹤0.01%
30,092
+10,187
2718
$2.12M ﹤0.01%
39,307
-275,448
2719
$2.12M ﹤0.01%
232,950
-30,414
2720
$2.11M ﹤0.01%
189,962
+30,505
2721
$2.11M ﹤0.01%
43,064
-9,716
2722
$2.11M ﹤0.01%
9,386
-9,545
2723
$2.11M ﹤0.01%
90,692
-19,075
2724
$2.11M ﹤0.01%
101,365
-117,115
2725
$2.1M ﹤0.01%
23,356
-4,664
107 108
109
110 111