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
2801
$1.92M ﹤0.01%
85,431
-3,887
2802
$1.92M ﹤0.01%
64,523
-55,613
2803
$1.91M ﹤0.01%
35,792
+114
2804
$1.91M ﹤0.01%
132,684
+12,306
2805
$1.91M ﹤0.01%
50,182
+40,855
2806
$1.91M ﹤0.01%
30,028
-18,993
2807
$1.91M ﹤0.01%
88,509
+53,469
2808
$1.91M ﹤0.01%
26,163
+670
2809
$1.91M ﹤0.01%
4,063
+2,922
2810
$1.9M ﹤0.01%
96,979
+91,064
2811
$1.9M ﹤0.01%
66,919
+13,294
2812
$1.9M ﹤0.01%
46,648
-5,724
2813
$1.9M ﹤0.01%
30,853
+26,333
2814
$1.89M ﹤0.01%
337,311
+12,643
2815
$1.89M ﹤0.01%
55,254
-2,172
2816
$1.89M ﹤0.01%
106,634
-20,006
2817
$1.89M ﹤0.01%
21,168
+6,980
2818
$1.89M ﹤0.01%
133,113
+6,482
2819
$1.88M ﹤0.01%
44,788
-25,707
2820
$1.88M ﹤0.01%
79,216
+27,434
2821
$1.88M ﹤0.01%
482,880
+463,585
2822
$1.88M ﹤0.01%
157,458
-15,575
2823
$1.87M ﹤0.01%
24,155
-5,641
2824
$1.87M ﹤0.01%
117,811
-9,843
2825
$1.87M ﹤0.01%
66,575
+52,296
111 112
113
114 115