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
401
$62M 0.03%
999,358
+246,002
402
$61.9M 0.03%
1,525,654
+114,423
403
$61.8M 0.03%
1,236,675
+3,130
404
$61.7M 0.03%
1,242,158
-58,517
405
$61.7M 0.03%
1,215,574
-534,103
406
$61.7M 0.03%
467,642
+6,701
407
$61.6M 0.03%
761,491
+63,271
408
$60.5M 0.03%
937,710
-106,695
409
$60.4M 0.03%
556,006
-15,426
410
$60.3M 0.03%
1,335,730
+7,402
411
$60.2M 0.03%
887,645
-19,183
412
$60.1M 0.03%
4,284,244
+689,464
413
$60M 0.03%
187,128
+80,633
414
$59.4M 0.03%
871,994
+23,238
415
$58.8M 0.03%
577,189
-172,564
416
$58.7M 0.03%
763,364
-320,016
417
$58.5M 0.03%
496,752
-108,815
418
$58.1M 0.03%
1,002,994
-12,389
419
$57.7M 0.03%
1,597,924
-539,992
420
$57.7M 0.03%
3,923,307
-152,881
421
$57.1M 0.03%
1,118,341
+18,988
422
$56.7M 0.03%
3,459,293
-553,028
423
$56.6M 0.03%
2,022,339
+23,445
424
$56.6M 0.03%
2,488,005
-658,290
425
$56.5M 0.03%
934,770
+58,410
15 16
17
18 19