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
3151
$1.26M ﹤0.01%
14,791
-2,406
3152
$1.26M ﹤0.01%
235,023
+6,163
3153
$1.26M ﹤0.01%
62,363
+55,249
3154
$1.26M ﹤0.01%
50,282
+48,860
3155
$1.26M ﹤0.01%
+56,688
3156
$1.26M ﹤0.01%
75,919
+73,758
3157
$1.25M ﹤0.01%
18,453
-3,204
3158
$1.25M ﹤0.01%
27,384
-28,766
3159
$1.25M ﹤0.01%
55,514
-18,025
3160
$1.25M ﹤0.01%
59,271
+40,746
3161
$1.25M ﹤0.01%
25,111
+9,556
3162
$1.25M ﹤0.01%
28,770
+4,227
3163
$1.25M ﹤0.01%
94,158
+38,499
3164
$1.25M ﹤0.01%
16,261
+16,087
3165
$1.25M ﹤0.01%
2,547
+1,072
3166
$1.25M ﹤0.01%
375,253
-20,007
3167
$1.25M ﹤0.01%
76,451
-13,719
3168
$1.24M ﹤0.01%
32,280
-4,330
3169
$1.24M ﹤0.01%
137,367
-15,394
3170
$1.24M ﹤0.01%
52,379
+35,482
3171
$1.24M ﹤0.01%
34,611
-1,630
3172
$1.24M ﹤0.01%
61,002
-7,416
3173
$1.24M ﹤0.01%
59,023
+38,668
3174
$1.24M ﹤0.01%
37,066
-43,887
3175
$1.24M ﹤0.01%
22,488
-1,865
125 126
127
128 129