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
401
$99M 0.03%
1,518,258
-841,663
402
$98.8M 0.03%
1,863,887
+1,384,805
403
$98.4M 0.03%
930,598
+132,456
404
$97.4M 0.03%
1,928,357
+237,887
405
$95.8M 0.03%
6,384,016
+287,981
406
$94.3M 0.03%
177,948
-5,298
407
$94.2M 0.03%
2,133,505
+10,571
408
$94.2M 0.03%
438,192
+79,543
409
$93.9M 0.03%
1,033,393
+43,038
410
$93.8M 0.03%
4,738,876
+1,064,584
411
$93M 0.03%
424,492
-6,074
412
$93M 0.03%
481,976
+3,271
413
$92.9M 0.03%
2,627,594
-118,735
414
$92.3M 0.03%
1,507,054
+1,428,676
415
$92.1M 0.03%
486,839
+101,180
416
$91.2M 0.03%
1,778,254
+14,245
417
$91M 0.03%
2,984,671
+745,839
418
$90.9M 0.03%
2,384,159
+1,259,591
419
$90.5M 0.03%
279,569
+93,911
420
$89.9M 0.03%
485,619
-2,934
421
$89.9M 0.03%
1,255,154
+274,669
422
$89.6M 0.03%
2,059,851
-331,998
423
$89.3M 0.03%
1,496,561
-865,399
424
$89.2M 0.03%
440,225
+1,249
425
$89M 0.03%
992,342
+200,047
15 16
17
18 19