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
351
$114M 0.04%
1,256,584
-130,254
352
$114M 0.04%
2,506,397
+641,305
353
$114M 0.04%
1,583,514
+352,914
354
$113M 0.04%
2,002,400
-102,438
355
$112M 0.04%
3,274,292
+167,063
356
$112M 0.04%
1,976,578
+408,472
357
$111M 0.04%
1,220,441
-71,462
358
$111M 0.04%
2,857,834
+1,086,904
359
$111M 0.04%
1,022,247
-205,628
360
$110M 0.04%
546,895
-42,042
361
$110M 0.04%
1,198,224
+333,525
362
$110M 0.04%
3,590,925
+608,344
363
$109M 0.04%
2,840,616
-116,715
364
$109M 0.04%
2,268,420
-192,468
365
$108M 0.04%
593,626
+226,227
366
$108M 0.04%
2,197,237
+622,684
367
$108M 0.04%
4,091,979
+1,825,203
368
$107M 0.04%
156,778
+47,618
369
$106M 0.04%
1,887,820
-128,104
370
$106M 0.04%
871,552
-437,400
371
$106M 0.04%
2,273,044
-12,468
372
$106M 0.04%
45,292
-14,831
373
$105M 0.04%
3,287,834
+364,431
374
$105M 0.03%
318,398
-12,495
375
$105M 0.03%
1,959,357
+369,744
13 14
15
16 17