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
2976
$991K ﹤0.01%
65,433
-880
2977
$990K ﹤0.01%
36,541
+35,370
2978
$989K ﹤0.01%
92,601
+10,192
2979
$988K ﹤0.01%
168,847
-89,652
2980
$987K ﹤0.01%
87,229
+1,341
2981
$984K ﹤0.01%
39,856
+38,856
2982
$982K ﹤0.01%
65,814
+3,088
2983
$981K ﹤0.01%
77,545
-69,401
2984
$977K ﹤0.01%
14,493
+13,499
2985
$976K ﹤0.01%
47,689
+25,185
2986
$976K ﹤0.01%
38,691
+22,421
2987
$976K ﹤0.01%
54,593
+25,980
2988
$972K ﹤0.01%
8,323
-1,786
2989
$970K ﹤0.01%
65,387
+1,033
2990
$969K ﹤0.01%
22,401
+969
2991
$969K ﹤0.01%
32,607
+2,842
2992
$967K ﹤0.01%
62,593
-3,062
2993
$966K ﹤0.01%
3,736
-3,628
2994
$964K ﹤0.01%
29,234
-583,643
2995
$962K ﹤0.01%
152,639
-7,845
2996
$960K ﹤0.01%
30,825
-4
2997
$960K ﹤0.01%
37,125
-1,392
2998
$959K ﹤0.01%
65,594
-2,265
2999
$957K ﹤0.01%
590,578
+54,022
3000
$957K ﹤0.01%
55,015
-3,698
118 119
120
121 122