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
326
$122M 0.04%
1,671,991
-96,401
327
$122M 0.04%
2,366,137
+726,551
328
$122M 0.04%
949,713
+2,905
329
$122M 0.04%
2,054,003
+6,378
330
$122M 0.04%
4,898,694
-139,515
331
$121M 0.04%
2,698,842
+383,347
332
$121M 0.04%
1,327,188
-278,645
333
$121M 0.04%
676,730
+36,669
334
$121M 0.04%
853,275
-244,518
335
$120M 0.04%
1,051,074
+35,434
336
$120M 0.04%
1,728,447
-6,622
337
$119M 0.04%
1,742,068
-965,517
338
$119M 0.04%
1,251,332
-26,571
339
$119M 0.04%
655,904
-54,209
340
$119M 0.04%
2,165,475
+621,110
341
$118M 0.04%
4,425,813
+430,863
342
$118M 0.04%
2,448,386
-130,578
343
$118M 0.04%
1,899,824
-71,653
344
$117M 0.04%
851,425
+85,861
345
$117M 0.04%
2,804,581
+347,700
346
$116M 0.04%
2,111,016
-171,180
347
$116M 0.04%
910,242
+82,756
348
$115M 0.04%
3,037,304
+600,953
349
$115M 0.04%
890,550
+93,658
350
$115M 0.04%
1,066,141
+155,448
12 13
14
15 16