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
2776
$1.32M ﹤0.01%
58,013
+11,040
2777
$1.31M ﹤0.01%
91,480
-10,738
2778
$1.31M ﹤0.01%
28,443
+1,647
2779
$1.31M ﹤0.01%
65,242
+11,145
2780
$1.31M ﹤0.01%
160,927
+119,310
2781
$1.31M ﹤0.01%
104,812
-16,363
2782
$1.31M ﹤0.01%
36,779
+4,118
2783
$1.31M ﹤0.01%
52,988
+22,105
2784
$1.3M ﹤0.01%
28,496
-7,357
2785
$1.3M ﹤0.01%
26,349
-12,723
2786
$1.3M ﹤0.01%
14,505
+5,222
2787
$1.29M ﹤0.01%
20,340
+901
2788
$1.29M ﹤0.01%
10,716
+216
2789
$1.29M ﹤0.01%
106,443
-45,630
2790
$1.29M ﹤0.01%
42,802
+27,555
2791
$1.29M ﹤0.01%
19,396
-5,261
2792
$1.29M ﹤0.01%
39,389
+3,404
2793
$1.28M ﹤0.01%
76,696
-1,020
2794
$1.28M ﹤0.01%
8,712
-1,366
2795
$1.28M ﹤0.01%
32,019
+7,491
2796
$1.28M ﹤0.01%
125,940
+125,898
2797
$1.28M ﹤0.01%
62,245
+9,139
2798
$1.28M ﹤0.01%
40,452
-2,688
2799
$1.28M ﹤0.01%
47,689
+45,429
2800
$1.28M ﹤0.01%
52,285
+33,470
110 111
112
113 114