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
2976
$1.56M ﹤0.01%
25,572
-52,116
2977
$1.56M ﹤0.01%
32,972
+32,588
2978
$1.56M ﹤0.01%
41,993
+40,736
2979
$1.56M ﹤0.01%
33,184
+14,311
2980
$1.55M ﹤0.01%
131,646
+17,957
2981
$1.55M ﹤0.01%
34,969
+4,365
2982
$1.55M ﹤0.01%
130,353
-91,843
2983
$1.54M ﹤0.01%
39,222
+598
2984
$1.54M ﹤0.01%
32,693
-5,321
2985
$1.54M ﹤0.01%
13,742
+8,898
2986
$1.54M ﹤0.01%
96,913
-14,772
2987
$1.54M ﹤0.01%
9,735
+5,149
2988
$1.54M ﹤0.01%
18,408
-2,177
2989
$1.54M ﹤0.01%
57,379
-60,991
2990
$1.53M ﹤0.01%
102,356
+5,431
2991
$1.53M ﹤0.01%
34,287
-160,705
2992
$1.53M ﹤0.01%
46,623
+22,833
2993
$1.53M ﹤0.01%
46,790
-6,805
2994
$1.53M ﹤0.01%
148,811
-6,921
2995
$1.53M ﹤0.01%
15,390
+4,663
2996
$1.53M ﹤0.01%
268,728
-119,478
2997
$1.52M ﹤0.01%
75,616
+37,313
2998
$1.52M ﹤0.01%
25,000
2999
$1.52M ﹤0.01%
25,016
+16
3000
$1.52M ﹤0.01%
1,390,248
-243,092
118 119
120
121 122