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
2926
$1.07M ﹤0.01%
15,895
-3,538
2927
$1.07M ﹤0.01%
13,364
+564
2928
$1.07M ﹤0.01%
16,363
+9,087
2929
$1.07M ﹤0.01%
16,227
-5,272
2930
$1.06M ﹤0.01%
24,455
-888
2931
$1.06M ﹤0.01%
17,051
-666
2932
$1.06M ﹤0.01%
8,785
-1,320
2933
$1.06M ﹤0.01%
32,838
-18,874
2934
$1.06M ﹤0.01%
25,652
+10,894
2935
$1.06M ﹤0.01%
25,086
-9,205
2936
$1.06M ﹤0.01%
25,573
-12,330
2937
$1.06M ﹤0.01%
32,841
+11,382
2938
$1.06M ﹤0.01%
5,514
+2,018
2939
$1.05M ﹤0.01%
113,728
-43,173
2940
$1.05M ﹤0.01%
60,823
+5,051
2941
$1.05M ﹤0.01%
33,810
+1,224
2942
$1.05M ﹤0.01%
133,706
+5,913
2943
$1.05M ﹤0.01%
22,071
-7,863
2944
$1.05M ﹤0.01%
87,875
+14,108
2945
$1.04M ﹤0.01%
71,112
+5,721
2946
$1.04M ﹤0.01%
15,279
+951
2947
$1.04M ﹤0.01%
40,906
+38,007
2948
$1.04M ﹤0.01%
20,698
+17,841
2949
$1.04M ﹤0.01%
118,117
+4,116
2950
$1.03M ﹤0.01%
28,825
+181
116 117
118
119 120