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
2851
$1.8M ﹤0.01%
19,525
-3,597
2852
$1.79M ﹤0.01%
138,005
-14,852
2853
$1.79M ﹤0.01%
85,762
-9,518
2854
$1.79M ﹤0.01%
24,738
-25,743
2855
$1.79M ﹤0.01%
34,976
-10,515
2856
$1.79M ﹤0.01%
59,634
-11,608
2857
$1.79M ﹤0.01%
65,362
-28,883
2858
$1.79M ﹤0.01%
186,049
+162,464
2859
$1.78M ﹤0.01%
26,373
+2,936
2860
$1.78M ﹤0.01%
+62,883
2861
$1.78M ﹤0.01%
26,210
-693
2862
$1.77M ﹤0.01%
54,693
-1,704
2863
$1.77M ﹤0.01%
116,576
-664
2864
$1.77M ﹤0.01%
121,222
+108,462
2865
$1.77M ﹤0.01%
22,172
-1,958
2866
$1.77M ﹤0.01%
42,810
+14,682
2867
$1.76M ﹤0.01%
45,959
+13,682
2868
$1.76M ﹤0.01%
67,604
-15,962
2869
$1.76M ﹤0.01%
20,992
+12,399
2870
$1.76M ﹤0.01%
20,660
-1,863
2871
$1.76M ﹤0.01%
234,035
-198,278
2872
$1.76M ﹤0.01%
94,810
+79,241
2873
$1.76M ﹤0.01%
121,694
-3,332
2874
$1.76M ﹤0.01%
5,855
-2,376
2875
$1.75M ﹤0.01%
26,697
+24,215
113 114
115
116 117