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
$118B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,875
New
Increased
Reduced
Closed

Top Buys

1
+$4.2B
2
+$2.09B
3
+$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.34B
5
QCOM icon
Qualcomm
QCOM
+$1.25B

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.63%
2 Energy 9.17%
3 Technology 8.86%
4 Healthcare 8.79%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$59.7M 0.04%
+415,419
377
$59.6M 0.04%
+2,284,816
378
$59.6M 0.04%
+940,685
379
$59.6M 0.04%
+1,040,548
380
$59.1M 0.04%
+697,831
381
$59.1M 0.04%
+1,313,931
382
$59M 0.04%
+1,051,536
383
$58.6M 0.04%
+957,771
384
$58.5M 0.04%
+1,056,916
385
$58.4M 0.04%
+1,157,277
386
$58.3M 0.04%
+2,643,227
387
$57.8M 0.04%
+3,159,950
388
$57.6M 0.04%
+374,983
389
$57.2M 0.04%
+646,013
390
$56.9M 0.04%
+782,111
391
$56.5M 0.04%
+746,498
392
$56.5M 0.04%
+2,356,346
393
$56.1M 0.04%
+432,810
394
$56M 0.04%
+3,132,922
395
$55.8M 0.04%
+1,253,171
396
$55.8M 0.04%
+477,077
397
$55.7M 0.04%
+1,221,827
398
$55.7M 0.04%
+626,992
399
$55.4M 0.04%
+1,782,447
400
$55.3M 0.04%
+3,205,612
14 15
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