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
2926
$1.68M ﹤0.01%
161,542
+43,607
2927
$1.67M ﹤0.01%
120,378
+25,431
2928
$1.67M ﹤0.01%
92,042
+43,515
2929
$1.66M ﹤0.01%
37,920
+24,429
2930
$1.66M ﹤0.01%
101,209
-209,344
2931
$1.66M ﹤0.01%
19,495
+832
2932
$1.66M ﹤0.01%
531
-332
2933
$1.66M ﹤0.01%
132,611
-333,059
2934
$1.65M ﹤0.01%
272,339
-3,093
2935
$1.65M ﹤0.01%
26,212
-24,239
2936
$1.65M ﹤0.01%
23,927
-10,608
2937
$1.64M ﹤0.01%
14,384
+13,179
2938
$1.64M ﹤0.01%
57,999
+51,012
2939
$1.64M ﹤0.01%
88,736
+30,662
2940
$1.64M ﹤0.01%
16,238
+2,635
2941
$1.64M ﹤0.01%
115,637
+1,664
2942
$1.64M ﹤0.01%
26,240
+15,976
2943
$1.63M ﹤0.01%
20,805
+2,800
2944
$1.63M ﹤0.01%
108,446
+8,405
2945
$1.63M ﹤0.01%
1,080
+819
2946
$1.63M ﹤0.01%
137,874
+31,923
2947
$1.63M ﹤0.01%
122,717
+120,505
2948
$1.63M ﹤0.01%
89,760
-23,012
2949
$1.62M ﹤0.01%
111,911
+86,425
2950
$1.62M ﹤0.01%
13,290
-20,252
116 117
118
119 120