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
3401
$517K ﹤0.01%
23,238
+10,671
3402
$517K ﹤0.01%
18,349
+3,304
3403
$517K ﹤0.01%
30,130
-41,338
3404
$516K ﹤0.01%
10,422
+762
3405
$516K ﹤0.01%
17,537
-11,971
3406
$515K ﹤0.01%
10,579
-4,295
3407
$515K ﹤0.01%
25,959
+17,174
3408
$514K ﹤0.01%
63,114
-2,933
3409
$513K ﹤0.01%
23,178
-24,671
3410
$513K ﹤0.01%
22,009
+5,156
3411
$511K ﹤0.01%
9,934
-22,080
3412
$510K ﹤0.01%
34,774
+2,616
3413
$510K ﹤0.01%
38,003
+7,363
3414
$509K ﹤0.01%
12,683
+9,278
3415
$508K ﹤0.01%
20,576
-7,013
3416
$507K ﹤0.01%
53,479
-48,096
3417
$507K ﹤0.01%
6,709
-62,879
3418
$507K ﹤0.01%
11,774
+2,104
3419
$505K ﹤0.01%
17,868
-2,394
3420
$505K ﹤0.01%
13,879
+7,271
3421
$504K ﹤0.01%
48,099
+1,322
3422
$503K ﹤0.01%
20,141
-4,281
3423
$502K ﹤0.01%
6,478
-152
3424
$499K ﹤0.01%
45,968
+43,617
3425
$497K ﹤0.01%
7,327
-3,293
135 136
137
138 139