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
3051
$1.41M ﹤0.01%
3,483
+3,229
3052
$1.41M ﹤0.01%
55,317
-76,466
3053
$1.41M ﹤0.01%
74,539
-28,696
3054
$1.4M ﹤0.01%
81,891
-73,378
3055
$1.4M ﹤0.01%
18,948
+18,898
3056
$1.4M ﹤0.01%
49,841
+48,066
3057
$1.4M ﹤0.01%
9,933
-1,047
3058
$1.39M ﹤0.01%
231,933
+65,002
3059
$1.39M ﹤0.01%
39,550
-11,419
3060
$1.39M ﹤0.01%
90,705
+85,185
3061
$1.39M ﹤0.01%
124,948
-5,349
3062
$1.39M ﹤0.01%
96,813
-16,754
3063
$1.39M ﹤0.01%
93,233
+1,764
3064
$1.39M ﹤0.01%
5,049
+2,430
3065
$1.39M ﹤0.01%
86,143
-9,658
3066
$1.39M ﹤0.01%
37,400
+10,675
3067
$1.38M ﹤0.01%
71,417
-1,863
3068
$1.38M ﹤0.01%
89,184
+135
3069
$1.38M ﹤0.01%
91,901
-7,897
3070
$1.38M ﹤0.01%
50,889
-116
3071
$1.38M ﹤0.01%
57,326
-74,256
3072
$1.37M ﹤0.01%
20,516
-2,442
3073
$1.37M ﹤0.01%
95,504
+2,040
3074
$1.37M ﹤0.01%
11,775
+1,877
3075
$1.36M ﹤0.01%
8,951
-313
121 122
123
124 125