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
2801
$1.27M ﹤0.01%
36,945
-7,556
2802
$1.27M ﹤0.01%
63,713
+36,277
2803
$1.27M ﹤0.01%
47,643
+16,227
2804
$1.27M ﹤0.01%
12,229
+6,382
2805
$1.27M ﹤0.01%
62,992
+17,300
2806
$1.27M ﹤0.01%
11,542
-5,258
2807
$1.26M ﹤0.01%
27,318
+991
2808
$1.26M ﹤0.01%
10,123
+274
2809
$1.26M ﹤0.01%
33,182
+563
2810
$1.26M ﹤0.01%
125,657
-3,942
2811
$1.26M ﹤0.01%
66,665
+1,246
2812
$1.26M ﹤0.01%
83,398
-596
2813
$1.26M ﹤0.01%
41,363
+23,493
2814
$1.25M ﹤0.01%
93,944
-13,244
2815
$1.25M ﹤0.01%
21,028
+289
2816
$1.25M ﹤0.01%
15,705
-246
2817
$1.24M ﹤0.01%
31,552
-39,343
2818
$1.24M ﹤0.01%
84,392
+1,530
2819
$1.24M ﹤0.01%
22,441
+10,193
2820
$1.24M ﹤0.01%
113,150
-4,697
2821
$1.24M ﹤0.01%
56,802
+15,798
2822
$1.24M ﹤0.01%
42,545
+7,640
2823
$1.23M ﹤0.01%
35,138
-16,209
2824
$1.23M ﹤0.01%
87,322
+64,649
2825
$1.22M ﹤0.01%
50,187
+5,306
111 112
113
114 115