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
2876
$1.75M ﹤0.01%
23,879
-2,773
2877
$1.75M ﹤0.01%
24,511
+424
2878
$1.75M ﹤0.01%
183,227
-9,363
2879
$1.75M ﹤0.01%
36,008
-6,378
2880
$1.75M ﹤0.01%
266,000
+194,514
2881
$1.74M ﹤0.01%
180,871
+180,213
2882
$1.74M ﹤0.01%
45,339
-5,407
2883
$1.74M ﹤0.01%
5,437
-1,087
2884
$1.74M ﹤0.01%
28,508
+6,194
2885
$1.74M ﹤0.01%
75,762
+54,482
2886
$1.74M ﹤0.01%
78,721
+6,602
2887
$1.74M ﹤0.01%
478,189
-92,925
2888
$1.74M ﹤0.01%
48,116
+5,949
2889
$1.73M ﹤0.01%
50,925
+34,633
2890
$1.73M ﹤0.01%
41,819
+2,069
2891
$1.73M ﹤0.01%
17,079
-359
2892
$1.73M ﹤0.01%
37,422
+3,073
2893
$1.73M ﹤0.01%
23,055
+13,941
2894
$1.73M ﹤0.01%
+27,702
2895
$1.73M ﹤0.01%
30,229
+24,433
2896
$1.73M ﹤0.01%
84,152
-169,460
2897
$1.73M ﹤0.01%
29,010
+15,020
2898
$1.72M ﹤0.01%
118,626
+16,397
2899
$1.72M ﹤0.01%
34,820
+5,934
2900
$1.72M ﹤0.01%
24,649
-172,837
114 115
116
117 118