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
2751
$2.05M ﹤0.01%
157,902
+152,864
2752
$2.05M ﹤0.01%
8,402
+311
2753
$2.04M ﹤0.01%
107,020
+90,095
2754
$2.04M ﹤0.01%
27,903
+281
2755
$2.04M ﹤0.01%
108,340
+5,639
2756
$2.04M ﹤0.01%
18,737
-1,533
2757
$2.04M ﹤0.01%
24,000
-2,712
2758
$2.04M ﹤0.01%
66,907
-6,263
2759
$2.03M ﹤0.01%
134,908
-50,396
2760
$2.03M ﹤0.01%
131,328
+12,965
2761
$2.03M ﹤0.01%
94,042
+17,973
2762
$2.02M ﹤0.01%
47,306
-39,516
2763
$2.02M ﹤0.01%
102,548
+98,267
2764
$2.02M ﹤0.01%
50,657
+2,689
2765
$2.02M ﹤0.01%
74,665
+24,342
2766
$2.02M ﹤0.01%
24,255
-11,195
2767
$2.01M ﹤0.01%
34,925
+21,342
2768
$2.01M ﹤0.01%
18,127
-5,276
2769
$2.01M ﹤0.01%
15,872
+7,957
2770
$2.01M ﹤0.01%
15,394
-5,510
2771
$2.01M ﹤0.01%
192,867
-5,178
2772
$2M ﹤0.01%
72,083
+15,811
2773
$2M ﹤0.01%
33,248
+25
2774
$2M ﹤0.01%
72,545
-3,966
2775
$2M ﹤0.01%
118,801
+114,788
109 110
111
112 113