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
376
$105M 0.03%
772,734
+17,719
377
$104M 0.03%
2,120,352
+484,638
378
$104M 0.03%
1,030,824
+30,374
379
$103M 0.03%
1,522,625
-140,257
380
$103M 0.03%
2,034,616
+128,250
381
$103M 0.03%
1,005,542
+216,172
382
$103M 0.03%
831,366
+23,196
383
$102M 0.03%
8,326,414
-3,072,129
384
$102M 0.03%
1,377,325
+343,597
385
$102M 0.03%
1,601,335
-301,210
386
$102M 0.03%
3,249,243
+851,182
387
$102M 0.03%
1,310,038
+228,146
388
$102M 0.03%
5,430,330
+1,598,437
389
$102M 0.03%
2,148,499
+537,679
390
$101M 0.03%
1,471,083
+99,981
391
$101M 0.03%
382,891
+9,644
392
$101M 0.03%
2,522,845
+1,062,887
393
$101M 0.03%
3,768,239
-35,188
394
$101M 0.03%
586,408
+91,268
395
$100M 0.03%
1,494,307
-5,116
396
$100M 0.03%
1,235,077
+628,007
397
$100M 0.03%
1,858,471
+85,919
398
$99.9M 0.03%
1,269,339
-125,938
399
$99.5M 0.03%
1,742,680
+72,237
400
$99.5M 0.03%
4,980,789
+510,710
14 15
16
17 18