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
3201
$1.2M ﹤0.01%
22,351
+4,372
3202
$1.2M ﹤0.01%
9,113
+7,839
3203
$1.2M ﹤0.01%
276,145
-18,848
3204
$1.2M ﹤0.01%
29,793
-12,229
3205
$1.19M ﹤0.01%
54,070
+52,582
3206
$1.19M ﹤0.01%
24,359
-1,770
3207
$1.19M ﹤0.01%
142,260
+3,694
3208
$1.19M ﹤0.01%
18,180
-33,315
3209
$1.19M ﹤0.01%
28,920
-27,152
3210
$1.18M ﹤0.01%
151,443
+124,842
3211
$1.18M ﹤0.01%
107,462
+2,861
3212
$1.18M ﹤0.01%
+51,366
3213
$1.18M ﹤0.01%
78,700
-18,170
3214
$1.18M ﹤0.01%
49,466
-60,649
3215
$1.18M ﹤0.01%
5,275
-1,078
3216
$1.18M ﹤0.01%
37,290
+15,889
3217
$1.18M ﹤0.01%
8,703
+1,301
3218
$1.17M ﹤0.01%
115,540
-11,323
3219
$1.17M ﹤0.01%
25,007
-7,367
3220
$1.17M ﹤0.01%
+3,603
3221
$1.17M ﹤0.01%
96,922
+14,942
3222
$1.17M ﹤0.01%
13,912
-12,255
3223
$1.16M ﹤0.01%
26,614
+16,420
3224
$1.16M ﹤0.01%
86,687
+24,053
3225
$1.16M ﹤0.01%
45,680
+5,673
127 128
129
130 131