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
301
$136M 0.05%
2,219,661
+376,832
302
$135M 0.04%
2,213,695
+173,201
303
$134M 0.04%
1,547,352
+109,671
304
$134M 0.04%
379,093
-97,470
305
$134M 0.04%
216,416
+126,852
306
$133M 0.04%
1,121,204
-8,350
307
$133M 0.04%
2,214,296
+349,507
308
$133M 0.04%
1,744,504
-317,098
309
$132M 0.04%
7,433,208
-55,708,379
310
$132M 0.04%
1,014,575
-41,141
311
$132M 0.04%
554,650
+4,801
312
$132M 0.04%
1,722,573
+74,287
313
$131M 0.04%
1,865,040
+174,441
314
$130M 0.04%
3,375,610
+1,995,916
315
$130M 0.04%
4,778,263
-23,037
316
$129M 0.04%
1,534,726
-338,596
317
$129M 0.04%
3,139,681
+284,955
318
$129M 0.04%
820,410
+114,779
319
$128M 0.04%
807,428
+245,476
320
$127M 0.04%
708,589
-43,497
321
$126M 0.04%
1,316,737
+29,766
322
$125M 0.04%
755,501
-38,685
323
$125M 0.04%
2,703,821
-102,813
324
$125M 0.04%
2,877,628
-725,202
325
$123M 0.04%
1,300,235
+91,348
11 12
13
14 15