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
351
$73.5M 0.03%
386,837
-13,729
352
$73M 0.03%
1,337,936
+23,056
353
$72.8M 0.03%
1,013,857
-1,734
354
$72.7M 0.03%
9,123,257
-22,957
355
$72.4M 0.03%
2,439,989
+237,388
356
$72.4M 0.03%
478,841
-9,974
357
$72.2M 0.03%
771,499
+58,238
358
$72.2M 0.03%
1,123,210
+81,838
359
$72M 0.03%
262
+4
360
$71.1M 0.03%
839,799
-19,435
361
$71.1M 0.03%
1,131,230
-2,281
362
$70.7M 0.03%
2,373,373
+65,624
363
$70.4M 0.03%
767,946
-123,078
364
$70.2M 0.03%
487,683
+56,363
365
$69.8M 0.03%
1,531,412
+272,818
366
$69.7M 0.03%
467,199
-43,465
367
$69.4M 0.03%
618,491
-38,563
368
$69.1M 0.03%
2,155,808
+51,900
369
$68.9M 0.03%
2,828,212
+212,209
370
$68.8M 0.03%
1,561,903
-240,901
371
$68.7M 0.03%
5,662,326
+77,463
372
$68.3M 0.03%
2,359,116
-468,515
373
$68.2M 0.03%
1,298,488
+172,172
374
$68M 0.03%
1,592,257
+49,985
375
$67.5M 0.03%
418,933
+182,744
13 14
15
16 17