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
3701
$672K ﹤0.01%
142,485
+111,531
3702
$670K ﹤0.01%
49,979
+6,890
3703
$667K ﹤0.01%
41,988
+14,133
3704
$666K ﹤0.01%
134,324
-59,667
3705
$666K ﹤0.01%
22,169
+9,353
3706
$665K ﹤0.01%
36,752
-6,244
3707
$664K ﹤0.01%
10,554
-1,753
3708
$662K ﹤0.01%
36,150
+14,153
3709
$661K ﹤0.01%
157,358
-34,753
3710
$661K ﹤0.01%
19,462
-124
3711
$660K ﹤0.01%
+37,123
3712
$660K ﹤0.01%
21,248
-3,921
3713
$660K ﹤0.01%
35,643
+34,276
3714
$660K ﹤0.01%
83,747
+2,005
3715
$659K ﹤0.01%
12,156
-1,898
3716
$659K ﹤0.01%
76,688
+13,797
3717
$659K ﹤0.01%
30,719
+2,478
3718
$659K ﹤0.01%
48,315
-4,151
3719
$658K ﹤0.01%
26,111
-10,812
3720
$658K ﹤0.01%
8,859
+70
3721
$658K ﹤0.01%
43,798
-6,041
3722
$657K ﹤0.01%
9,024
+636
3723
$656K ﹤0.01%
9,910
+1,559
3724
$655K ﹤0.01%
40,200
+999
3725
$655K ﹤0.01%
61,323
+1,481
147 148
149
150 151