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
3476
$887K ﹤0.01%
63,856
-41,329
3477
$885K ﹤0.01%
72,406
+2,973
3478
$885K ﹤0.01%
21,981
-986
3479
$885K ﹤0.01%
8,972
-6,964
3480
$885K ﹤0.01%
21,193
-9,217
3481
$884K ﹤0.01%
10,435
+5,285
3482
$884K ﹤0.01%
31,905
+23,141
3483
$879K ﹤0.01%
8,951
-254
3484
$879K ﹤0.01%
156,961
-34,846
3485
$878K ﹤0.01%
49,130
-47,101
3486
$877K ﹤0.01%
19,014
-7,792
3487
$877K ﹤0.01%
13,375
+8,380
3488
$875K ﹤0.01%
100,560
-6,655
3489
$874K ﹤0.01%
39,538
+5,563
3490
$873K ﹤0.01%
30,499
+239
3491
$873K ﹤0.01%
9,910
+2,611
3492
$871K ﹤0.01%
12,751
+4,637
3493
$869K ﹤0.01%
9,363
-36,698
3494
$865K ﹤0.01%
21,880
+9,866
3495
$863K ﹤0.01%
62,931
+7,085
3496
$861K ﹤0.01%
57,610
-43,225
3497
$859K ﹤0.01%
80,874
+12,106
3498
$859K ﹤0.01%
8,934
-47,707
3499
$859K ﹤0.01%
22,789
-94,342
3500
$859K ﹤0.01%
22,114
+16,326
138 139
140
141 142