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
326
$83M 0.04%
3,363,730
-2,224,713
327
$83M 0.04%
1,518,967
-128,128
328
$81.9M 0.04%
995,866
+12,694
329
$81.3M 0.04%
3,801,731
+320,930
330
$81.1M 0.04%
1,529,250
-51,129
331
$80.8M 0.04%
3,210,047
-7,367
332
$80.7M 0.04%
731,750
+396,902
333
$80.6M 0.04%
1,685,993
+82,408
334
$80.2M 0.04%
1,659,688
+52,118
335
$80M 0.04%
1,436,631
+113,538
336
$79.7M 0.04%
2,862,913
+48,498
337
$79.4M 0.04%
1,031,606
+7,062
338
$78M 0.04%
1,596,664
-380,789
339
$77.5M 0.04%
723,524
-1,578,570
340
$76.7M 0.04%
905,665
-363,202
341
$76.1M 0.04%
1,614,576
-5,692,677
342
$75.5M 0.03%
1,192,577
-202,060
343
$75M 0.03%
1,744,979
+10,204
344
$75M 0.03%
762,484
+39,420
345
$74.9M 0.03%
4,656,142
+1,587,595
346
$74.4M 0.03%
1,649,518
-195,020
347
$74.2M 0.03%
1,528,288
+126,579
348
$74.2M 0.03%
1,378,800
-137,228
349
$74M 0.03%
1,472,342
-89,668
350
$73.8M 0.03%
1,133,840
+478,385
12 13
14
15 16