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
3026
$1.46M ﹤0.01%
35,095
-7,634
3027
$1.46M ﹤0.01%
22,578
+5,053
3028
$1.46M ﹤0.01%
10,143
-11,491
3029
$1.46M ﹤0.01%
39,747
+262
3030
$1.45M ﹤0.01%
58,533
+19,054
3031
$1.44M ﹤0.01%
61,432
+59,051
3032
$1.44M ﹤0.01%
526,376
+194,245
3033
$1.44M ﹤0.01%
44,206
-61,143
3034
$1.44M ﹤0.01%
22,605
-10,588
3035
$1.44M ﹤0.01%
30,732
-2,402
3036
$1.44M ﹤0.01%
15,927
-5,613
3037
$1.44M ﹤0.01%
36,535
+3,332
3038
$1.44M ﹤0.01%
221,871
-72,943
3039
$1.43M ﹤0.01%
80,741
+6,445
3040
$1.43M ﹤0.01%
20,779
-9,793
3041
$1.43M ﹤0.01%
160,745
+14,704
3042
$1.43M ﹤0.01%
41,007
+29,725
3043
$1.42M ﹤0.01%
122,225
-31,060
3044
$1.42M ﹤0.01%
23,311
+21,792
3045
$1.42M ﹤0.01%
41,741
+12,476
3046
$1.42M ﹤0.01%
28,108
+21,629
3047
$1.42M ﹤0.01%
49,705
-194
3048
$1.42M ﹤0.01%
63,372
+51,708
3049
$1.42M ﹤0.01%
28,696
+5,820
3050
$1.42M ﹤0.01%
31,856
-7,468
120 121
122
123 124