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
2726
$2.1M ﹤0.01%
23,499
+16,718
2727
$2.09M ﹤0.01%
26,854
+5,883
2728
$2.09M ﹤0.01%
248,015
+117,006
2729
$2.09M ﹤0.01%
28,051
+10,217
2730
$2.09M ﹤0.01%
62,148
-53,732
2731
$2.09M ﹤0.01%
14,650
+11,006
2732
$2.09M ﹤0.01%
16,417
-34,152
2733
$2.08M ﹤0.01%
28,237
-1,471
2734
$2.08M ﹤0.01%
48,163
+18,491
2735
$2.08M ﹤0.01%
8,235
-6,318
2736
$2.07M ﹤0.01%
+201,711
2737
$2.07M ﹤0.01%
120,167
+585
2738
$2.07M ﹤0.01%
59,744
-4,886
2739
$2.07M ﹤0.01%
39,738
+4,286
2740
$2.07M ﹤0.01%
77,479
-979
2741
$2.07M ﹤0.01%
9,861
-29,338
2742
$2.06M ﹤0.01%
21,620
-11,643
2743
$2.06M ﹤0.01%
45,734
-11,522
2744
$2.06M ﹤0.01%
186,940
+4,569
2745
$2.06M ﹤0.01%
73,927
-44,119
2746
$2.06M ﹤0.01%
227,594
-390,552
2747
$2.05M ﹤0.01%
171,870
+112,899
2748
$2.05M ﹤0.01%
88,254
+85,091
2749
$2.05M ﹤0.01%
42,168
+28,492
2750
$2.05M ﹤0.01%
91,486
+6,257
108 109
110
111 112