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
2951
$1.61M ﹤0.01%
7,615
-6,330
2952
$1.61M ﹤0.01%
98,739
+1,701
2953
$1.61M ﹤0.01%
95,496
+49,496
2954
$1.61M ﹤0.01%
97,560
+94,145
2955
$1.6M ﹤0.01%
763,187
+680,525
2956
$1.6M ﹤0.01%
66,471
+66,258
2957
$1.6M ﹤0.01%
47,680
-30,476
2958
$1.6M ﹤0.01%
407,271
+379,150
2959
$1.59M ﹤0.01%
26,650
-1,216
2960
$1.59M ﹤0.01%
57,957
-146
2961
$1.59M ﹤0.01%
39,895
-4,193
2962
$1.59M ﹤0.01%
72,666
-51,257
2963
$1.59M ﹤0.01%
30,112
+18,374
2964
$1.58M ﹤0.01%
10,159
-1,920
2965
$1.58M ﹤0.01%
53,243
+48,907
2966
$1.58M ﹤0.01%
34,249
+2,225
2967
$1.58M ﹤0.01%
183,574
+99,671
2968
$1.58M ﹤0.01%
49,940
-326,585
2969
$1.57M ﹤0.01%
24,898
-21,805
2970
$1.57M ﹤0.01%
2,451
-74
2971
$1.57M ﹤0.01%
42,233
-2,301
2972
$1.57M ﹤0.01%
186,273
-271,866
2973
$1.57M ﹤0.01%
33,993
-456
2974
$1.57M ﹤0.01%
49,840
+34,744
2975
$1.56M ﹤0.01%
109,173
-19,644
117 118
119
120 121