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
251
$167M 0.06%
466,095
-14,415
252
$167M 0.06%
1,209,595
-112,248
253
$166M 0.05%
2,423,426
-344,298
254
$164M 0.05%
1,029,274
+132,171
255
$164M 0.05%
1,512,092
+92,438
256
$163M 0.05%
669,086
+14,205
257
$162M 0.05%
2,709,532
-373,686
258
$162M 0.05%
2,284,265
+74,009
259
$161M 0.05%
737,089
-142,013
260
$161M 0.05%
2,037,077
+46,824
261
$160M 0.05%
2,281,016
+22,675
262
$160M 0.05%
734,900
-1,295,310
263
$159M 0.05%
1,735,927
-7,749
264
$157M 0.05%
2,003,373
-83,763
265
$157M 0.05%
521,291
-46
266
$156M 0.05%
2,556,381
+573,626
267
$155M 0.05%
403,735
+16,541
268
$151M 0.05%
2,815,128
-230,046
269
$151M 0.05%
2,081,072
+679,311
270
$151M 0.05%
2,148,772
+86,608
271
$151M 0.05%
1,166,574
-106,215
272
$150M 0.05%
1,777,827
-130,172
273
$150M 0.05%
4,634,239
-300,043
274
$149M 0.05%
1,957,703
+343,736
275
$149M 0.05%
5,795,960
-1,782,838
9 10
11
12 13