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
3076
$1.36M ﹤0.01%
12,421
-1,842
3077
$1.36M ﹤0.01%
44,625
+41,970
3078
$1.36M ﹤0.01%
26,337
+25,132
3079
$1.36M ﹤0.01%
65,213
+60,079
3080
$1.36M ﹤0.01%
140,293
+137,989
3081
$1.35M ﹤0.01%
25,000
3082
$1.35M ﹤0.01%
106,887
-7,037
3083
$1.35M ﹤0.01%
19,752
-2,721
3084
$1.35M ﹤0.01%
21,784
-18,968
3085
$1.35M ﹤0.01%
40,782
+1,580
3086
$1.35M ﹤0.01%
22,134
+5,663
3087
$1.35M ﹤0.01%
77,553
-1,901
3088
$1.35M ﹤0.01%
9,927
+9,924
3089
$1.35M ﹤0.01%
91,502
+485
3090
$1.34M ﹤0.01%
36,462
+26,889
3091
$1.34M ﹤0.01%
28,076
+1,615
3092
$1.34M ﹤0.01%
19,358
+2,596
3093
$1.34M ﹤0.01%
26,854
-6,914
3094
$1.33M ﹤0.01%
83,130
+33,895
3095
$1.33M ﹤0.01%
1,593
-3,690
3096
$1.33M ﹤0.01%
56,014
+50,858
3097
$1.33M ﹤0.01%
44,539
-92,406
3098
$1.33M ﹤0.01%
50,575
-12,587
3099
$1.32M ﹤0.01%
102,567
+7,672
3100
$1.32M ﹤0.01%
18,410
-5,940
122 123
124
125 126