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
426
$56.3M 0.03%
1,025,984
+5,827
427
$56M 0.03%
420,655
-61,975
428
$56M 0.03%
1,312,356
-263,909
429
$55.6M 0.03%
1,155,151
+32,826
430
$55.4M 0.03%
2,668,788
+1,029,699
431
$55.4M 0.03%
3,219,691
+70,827
432
$55.3M 0.03%
389,308
+77,204
433
$55M 0.03%
654,469
-28,740
434
$54.8M 0.03%
319,837
-66,050
435
$54.4M 0.03%
631,345
-113,541
436
$53.9M 0.02%
698,158
-20,703
437
$53.8M 0.02%
1,013,884
+82,817
438
$53.1M 0.02%
2,366,489
+175,209
439
$53M 0.02%
1,062,666
+210,520
440
$52.9M 0.02%
1,396,197
+77,445
441
$52.9M 0.02%
819,983
+144,933
442
$52.8M 0.02%
1,188,617
+275,579
443
$52.1M 0.02%
1,550,048
+1,509,063
444
$52.1M 0.02%
867,576
+237,265
445
$51.9M 0.02%
142,768
-83,322
446
$51.9M 0.02%
894,581
+233,788
447
$51.6M 0.02%
1,375,819
-86,028
448
$51.6M 0.02%
1,852,609
+506,672
449
$51.5M 0.02%
1,154,378
-41,382
450
$51.4M 0.02%
1,513,359
+1,103,931
16 17
18
19 20