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
3001
$1.52M ﹤0.01%
156,594
+45,833
3002
$1.52M ﹤0.01%
42,746
+40,439
3003
$1.51M ﹤0.01%
54,134
+6,140
3004
$1.51M ﹤0.01%
18,285
-1,601
3005
$1.51M ﹤0.01%
37,791
+6,241
3006
$1.51M ﹤0.01%
89,990
-6,115
3007
$1.5M ﹤0.01%
37,998
-80,264
3008
$1.5M ﹤0.01%
38,942
-23,335
3009
$1.5M ﹤0.01%
27,622
+6,028
3010
$1.5M ﹤0.01%
43,261
+34,849
3011
$1.5M ﹤0.01%
5,428
+3,311
3012
$1.5M ﹤0.01%
122,837
-141,272
3013
$1.49M ﹤0.01%
29,610
-312
3014
$1.49M ﹤0.01%
40,029
-4,628
3015
$1.49M ﹤0.01%
87,745
+46,317
3016
$1.48M ﹤0.01%
66,648
+26,239
3017
$1.48M ﹤0.01%
45,769
-5,173
3018
$1.48M ﹤0.01%
185,442
+80,117
3019
$1.48M ﹤0.01%
73,170
+6,050
3020
$1.48M ﹤0.01%
159,109
-37,210
3021
$1.48M ﹤0.01%
6,512
+6,416
3022
$1.47M ﹤0.01%
4,108
+3,976
3023
$1.47M ﹤0.01%
47,432
+5,429
3024
$1.47M ﹤0.01%
50,162
+6,775
3025
$1.46M ﹤0.01%
12,179
-3,099
119 120
121
122 123