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
2826
$1.87M ﹤0.01%
230,543
+214,523
2827
$1.86M ﹤0.01%
220,768
+19,938
2828
$1.86M ﹤0.01%
28,807
+10,902
2829
$1.86M ﹤0.01%
189,018
+167,361
2830
$1.85M ﹤0.01%
58,238
+56,881
2831
$1.85M ﹤0.01%
51,188
-7,153
2832
$1.85M ﹤0.01%
159,247
-22,160
2833
$1.85M ﹤0.01%
72,737
-33,306
2834
$1.84M ﹤0.01%
41,061
+19,254
2835
$1.84M ﹤0.01%
40,052
-71,338
2836
$1.84M ﹤0.01%
315,824
-121,885
2837
$1.83M ﹤0.01%
39,528
+712
2838
$1.83M ﹤0.01%
199,701
+7,426
2839
$1.83M ﹤0.01%
369,563
-4,998
2840
$1.82M ﹤0.01%
50,139
+29,047
2841
$1.82M ﹤0.01%
264,469
+151,895
2842
$1.82M ﹤0.01%
125,495
+10,964
2843
$1.81M ﹤0.01%
179,146
+83,435
2844
$1.81M ﹤0.01%
73,124
+1,647
2845
$1.81M ﹤0.01%
39,311
-3,539
2846
$1.81M ﹤0.01%
38,907
+12,110
2847
$1.81M ﹤0.01%
38,945
-14,365
2848
$1.81M ﹤0.01%
64,071
+15,081
2849
$1.8M ﹤0.01%
76,919
+1,936
2850
$1.8M ﹤0.01%
76,246
-5,561
112 113
114
115 116