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
$165B
AUM Growth
+$8.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,318
New
Increased
Reduced
Closed

Top Buys

1
+$431M
2
+$340M
3
+$315M
4
MDLZ icon
Mondelez International
MDLZ
+$314M
5
PH icon
Parker-Hannifin
PH
+$262M

Top Sells

1
+$670M
2
+$286M
3
+$268M
4
DB icon
Deutsche Bank
DB
+$258M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$254M

Sector Composition

1 Financials 9.41%
2 Technology 8.39%
3 Healthcare 7.94%
4 Industrials 6.42%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$91.9M 0.04%
918,971
+227,958
302
$91.1M 0.04%
4,288,141
-91,322
303
$91M 0.04%
2,258,612
-1,093,916
304
$90.9M 0.04%
857,430
+56,642
305
$90.8M 0.04%
6,432,586
+3,260,320
306
$90.4M 0.04%
1,401,180
+681,929
307
$90.3M 0.04%
2,863,783
+119,501
308
$89.4M 0.04%
1,273,375
+241,449
309
$88.4M 0.04%
6,482,277
+667,033
310
$88.1M 0.04%
2,807,850
-5,680,039
311
$88M 0.04%
653,613
+1,569
312
$88M 0.04%
3,604,746
-298,288
313
$87.9M 0.04%
459,850
-108,855
314
$87M 0.04%
1,838,961
-13,136
315
$86.7M 0.04%
3,775,604
-4,198,901
316
$86.6M 0.04%
2,599,266
-216,087
317
$85.6M 0.04%
864,427
+65,853
318
$85.2M 0.04%
507,276
-402,509
319
$84.3M 0.04%
3,657,694
+6,311
320
$83.8M 0.04%
1,902,706
-274,884
321
$83.7M 0.04%
1,081,714
+70,126
322
$83.7M 0.04%
2,515,900
+2,224,233
323
$83.5M 0.04%
612,319
-622,765
324
$83.4M 0.04%
2,778,936
-61,824
325
$83.4M 0.04%
524,380
-136,838
11 12
13
14 15