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
3101
$1.32M ﹤0.01%
47,391
+5,391
3102
$1.32M ﹤0.01%
45,770
+13,820
3103
$1.32M ﹤0.01%
49,527
-2,544
3104
$1.32M ﹤0.01%
57,535
-34,046
3105
$1.32M ﹤0.01%
59,112
-7,143
3106
$1.32M ﹤0.01%
14,634
+3,609
3107
$1.32M ﹤0.01%
29,154
+14,051
3108
$1.32M ﹤0.01%
35,840
+16,006
3109
$1.32M ﹤0.01%
32,251
-27,750
3110
$1.32M ﹤0.01%
20,144
+4,794
3111
$1.32M ﹤0.01%
47,944
-603,480
3112
$1.31M ﹤0.01%
90,036
-247
3113
$1.31M ﹤0.01%
37,462
-994
3114
$1.31M ﹤0.01%
55,848
+11,417
3115
$1.31M ﹤0.01%
196,553
-35,550
3116
$1.31M ﹤0.01%
29,062
-43,258
3117
$1.31M ﹤0.01%
24,125
-742
3118
$1.31M ﹤0.01%
23,033
-5,055
3119
$1.31M ﹤0.01%
54,887
-75,203
3120
$1.3M ﹤0.01%
32,626
-6,761
3121
$1.3M ﹤0.01%
15,698
+13,099
3122
$1.3M ﹤0.01%
8,835
+2,919
3123
$1.3M ﹤0.01%
29,059
-2,177
3124
$1.3M ﹤0.01%
148,608
+5,452
3125
$1.3M ﹤0.01%
2,849
+2,550
123 124
125
126 127