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
2751
$1.35M ﹤0.01%
132,834
+101,322
2752
$1.35M ﹤0.01%
9,109
-50
2753
$1.35M ﹤0.01%
63,764
+28,227
2754
$1.35M ﹤0.01%
127,187
+18,139
2755
$1.35M ﹤0.01%
110,345
-3,064
2756
$1.35M ﹤0.01%
25,894
+3,446
2757
$1.34M ﹤0.01%
25,837
+10,911
2758
$1.34M ﹤0.01%
35,213
+32,320
2759
$1.34M ﹤0.01%
76,113
-3,034
2760
$1.34M ﹤0.01%
26,202
+11,926
2761
$1.34M ﹤0.01%
27,135
+7,329
2762
$1.34M ﹤0.01%
64,594
-617
2763
$1.33M ﹤0.01%
20,957
-1,110
2764
$1.33M ﹤0.01%
35,210
+1,806
2765
$1.33M ﹤0.01%
75,837
+32,100
2766
$1.33M ﹤0.01%
41,769
+29,419
2767
$1.33M ﹤0.01%
30,703
+11,628
2768
$1.33M ﹤0.01%
159,633
+32,729
2769
$1.33M ﹤0.01%
45,672
+15,372
2770
$1.33M ﹤0.01%
19,994
+134
2771
$1.32M ﹤0.01%
53,565
+90
2772
$1.32M ﹤0.01%
43,533
+32,560
2773
$1.32M ﹤0.01%
101,362
+43,796
2774
$1.32M ﹤0.01%
20,206
+16,864
2775
$1.32M ﹤0.01%
36,010
-9,538
109 110
111
112 113