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
3801
$274K ﹤0.01%
109,535
+2,740
3802
$273K ﹤0.01%
7,186
-1,851
3803
$273K ﹤0.01%
27,423
+26,833
3804
$272K ﹤0.01%
38,023
+9,863
3805
$272K ﹤0.01%
12,847
+5,746
3806
$270K ﹤0.01%
6,564
+4,942
3807
$269K ﹤0.01%
16,162
-8,850
3808
$268K ﹤0.01%
5,585
+1,870
3809
$267K ﹤0.01%
9,541
+1,541
3810
$267K ﹤0.01%
33
+10
3811
$267K ﹤0.01%
22,231
+1,290
3812
$266K ﹤0.01%
27,423
-2,052
3813
$265K ﹤0.01%
2,583
-1,355
3814
$265K ﹤0.01%
3,517
-2,627
3815
$265K ﹤0.01%
14,518
+2,960
3816
$265K ﹤0.01%
19,080
+1,432
3817
$262K ﹤0.01%
14,635
+4,691
3818
$262K ﹤0.01%
8,393
+1,500
3819
$261K ﹤0.01%
42,637
+37,472
3820
$259K ﹤0.01%
21,167
+19,363
3821
$259K ﹤0.01%
15,228
-3,463
3822
$259K ﹤0.01%
10,149
+9,846
3823
$258K ﹤0.01%
2,741
+1,929
3824
$258K ﹤0.01%
10,646
-170,229
3825
$257K ﹤0.01%
9,868
+2,601
151 152
153
154 155