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
2901
$1.72M ﹤0.01%
10,032
-4,258
2902
$1.72M ﹤0.01%
38,968
-1,278
2903
$1.71M ﹤0.01%
16,089
-21,527
2904
$1.71M ﹤0.01%
119,486
+680
2905
$1.7M ﹤0.01%
537,464
+13,684
2906
$1.7M ﹤0.01%
254,995
-3,738
2907
$1.7M ﹤0.01%
30,186
-10,280
2908
$1.7M ﹤0.01%
39,306
-4,331
2909
$1.7M ﹤0.01%
64,569
+4,918
2910
$1.7M ﹤0.01%
109,604
+28,785
2911
$1.69M ﹤0.01%
19,073
+16,531
2912
$1.69M ﹤0.01%
+88,678
2913
$1.69M ﹤0.01%
68,616
-15,478
2914
$1.69M ﹤0.01%
95,774
+95,638
2915
$1.69M ﹤0.01%
31,813
+783
2916
$1.69M ﹤0.01%
26,038
+10,280
2917
$1.69M ﹤0.01%
57,405
-10,080
2918
$1.68M ﹤0.01%
108,574
-1,328
2919
$1.68M ﹤0.01%
+18,019
2920
$1.68M ﹤0.01%
31,581
+1,122
2921
$1.68M ﹤0.01%
3,123
+3,111
2922
$1.68M ﹤0.01%
24,300
-9,423
2923
$1.68M ﹤0.01%
23,637
+1,208
2924
$1.68M ﹤0.01%
6,190
+3,767
2925
$1.68M ﹤0.01%
58,464
+16,591
115 116
117
118 119