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
2876
$1.15M ﹤0.01%
63,532
+8,296
2877
$1.15M ﹤0.01%
16,954
-9,111
2878
$1.15M ﹤0.01%
+89,165
2879
$1.15M ﹤0.01%
82,443
+8,404
2880
$1.15M ﹤0.01%
24,183
+16,847
2881
$1.15M ﹤0.01%
20,407
+5,440
2882
$1.15M ﹤0.01%
93,561
-21,844
2883
$1.15M ﹤0.01%
80,206
-7,025
2884
$1.14M ﹤0.01%
+42,946
2885
$1.14M ﹤0.01%
41,909
+506
2886
$1.14M ﹤0.01%
25,473
+287
2887
$1.13M ﹤0.01%
752
-5
2888
$1.13M ﹤0.01%
37,288
+11,114
2889
$1.13M ﹤0.01%
21,227
+17,575
2890
$1.13M ﹤0.01%
75,471
+1,828
2891
$1.13M ﹤0.01%
49,658
-627
2892
$1.13M ﹤0.01%
34,338
-32,245
2893
$1.13M ﹤0.01%
57,400
+7,314
2894
$1.12M ﹤0.01%
26,136
+14,383
2895
$1.12M ﹤0.01%
43,865
+40,546
2896
$1.12M ﹤0.01%
66,628
-108,290
2897
$1.12M ﹤0.01%
70,317
+61,668
2898
$1.12M ﹤0.01%
57,005
-206
2899
$1.12M ﹤0.01%
46,483
+304
2900
$1.12M ﹤0.01%
108,486
+16,205
114 115
116
117 118