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
376
$67.4M 0.03%
2,251,833
+459,955
377
$67.3M 0.03%
9,387,895
+172,135
378
$67.1M 0.03%
856,896
-132,567
379
$66.7M 0.03%
231,891
-1,581
380
$66.7M 0.03%
434,252
-63,945
381
$66.7M 0.03%
1,264,180
+93,210
382
$66.4M 0.03%
332,844
-28,009
383
$66.2M 0.03%
1,980,785
+668,541
384
$65.7M 0.03%
737,180
-82,608
385
$65.4M 0.03%
2,498,045
-154,270
386
$65.2M 0.03%
431,858
+10,986
387
$65.2M 0.03%
1,096,338
-88,976
388
$64.6M 0.03%
2,606,540
+515,536
389
$64.6M 0.03%
460,155
+59,551
390
$64M 0.03%
863,700
+1,836
391
$63.3M 0.03%
637,978
+222,964
392
$63.1M 0.03%
542,754
-87,696
393
$62.9M 0.03%
1,313,017
+158,941
394
$62.5M 0.03%
1,088,338
+81,051
395
$62.5M 0.03%
1,158,479
+551,645
396
$62.5M 0.03%
199,509
-86,808
397
$62.2M 0.03%
1,258,792
+322,635
398
$62.1M 0.03%
1,198,402
+40,620
399
$62.1M 0.03%
4,424,472
-114,476
400
$62M 0.03%
1,262,409
+245,249
14 15
16
17 18