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
2726
$1.4M ﹤0.01%
54,679
+5,564
2727
$1.4M ﹤0.01%
112,996
-12,146
2728
$1.39M ﹤0.01%
24,548
-10,197
2729
$1.39M ﹤0.01%
105,667
+11,991
2730
$1.39M ﹤0.01%
22,124
2731
$1.39M ﹤0.01%
25,030
+1,867
2732
$1.39M ﹤0.01%
161,785
-24,567
2733
$1.38M ﹤0.01%
20,573
-97,611
2734
$1.38M ﹤0.01%
2,596
-2,714
2735
$1.38M ﹤0.01%
88,037
-1,322
2736
$1.38M ﹤0.01%
100,453
+203
2737
$1.37M ﹤0.01%
73,540
+3,800
2738
$1.37M ﹤0.01%
115,459
+96,960
2739
$1.36M ﹤0.01%
71,544
+58,495
2740
$1.36M ﹤0.01%
61,655
+59,047
2741
$1.36M ﹤0.01%
49,568
+8,361
2742
$1.36M ﹤0.01%
37,363
+696
2743
$1.36M ﹤0.01%
20
-2
2744
$1.36M ﹤0.01%
37,605
-19,532
2745
$1.36M ﹤0.01%
14,306
-202
2746
$1.36M ﹤0.01%
15,715
-832
2747
$1.36M ﹤0.01%
27,789
-2,267
2748
$1.35M ﹤0.01%
48,588
+20,763
2749
$1.35M ﹤0.01%
103,813
-3,257
2750
$1.35M ﹤0.01%
84,014
-5,813
108 109
110
111 112