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
3176
$1.24M ﹤0.01%
14,753
+1,087
3177
$1.23M ﹤0.01%
5,033
-4,525
3178
$1.23M ﹤0.01%
138,395
+13,289
3179
$1.23M ﹤0.01%
+12,251
3180
$1.23M ﹤0.01%
42,200
+23,900
3181
$1.23M ﹤0.01%
99,681
+38,294
3182
$1.22M ﹤0.01%
17,302
-460
3183
$1.22M ﹤0.01%
23,259
-1,917
3184
$1.22M ﹤0.01%
25,570
+4,928
3185
$1.22M ﹤0.01%
90,768
-9,740
3186
$1.21M ﹤0.01%
78,477
-2,767
3187
$1.21M ﹤0.01%
101,217
+14,746
3188
$1.21M ﹤0.01%
+47,651
3189
$1.21M ﹤0.01%
24,081
+5,623
3190
$1.21M ﹤0.01%
87,714
+17,108
3191
$1.21M ﹤0.01%
36,129
-9,800
3192
$1.21M ﹤0.01%
31,377
-1,071
3193
$1.21M ﹤0.01%
46,812
+46,402
3194
$1.21M ﹤0.01%
22,410
-2,815
3195
$1.21M ﹤0.01%
28,172
+11,669
3196
$1.21M ﹤0.01%
11,529
-23,443
3197
$1.21M ﹤0.01%
62,684
-33,329
3198
$1.21M ﹤0.01%
+152,377
3199
$1.21M ﹤0.01%
27,752
+4,299
3200
$1.2M ﹤0.01%
21,391
-296
126 127
128
129 130