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
426
$88.7M 0.03%
802,763
-39,425
427
$88.6M 0.03%
4,326,403
-10,258,968
428
$88.6M 0.03%
1,395,568
+45,050
429
$87.9M 0.03%
1,541,481
-77,402
430
$87M 0.03%
2,060,950
+55,089
431
$86.7M 0.03%
2,551,336
+402,650
432
$86.2M 0.03%
879,390
+56,560
433
$86M 0.03%
877,580
+127,460
434
$85.4M 0.03%
1,971,477
+248,531
435
$85.4M 0.03%
1,511,859
+219,868
436
$85.1M 0.03%
1,273,655
-170,996
437
$84.9M 0.03%
1,073,506
-46,828
438
$84.6M 0.03%
952,480
+40,029
439
$83.6M 0.03%
1,553,166
-167,139
440
$83.4M 0.03%
135,148
+52,544
441
$83M 0.03%
762,901
-158
442
$82.9M 0.03%
197,765
+28,021
443
$82.8M 0.03%
985,254
+153,331
444
$82.5M 0.03%
952,638
-307,286
445
$82.3M 0.03%
1,607,282
-428,174
446
$80.9M 0.03%
577,509
+152,023
447
$80.8M 0.03%
484,627
+8,883
448
$80.7M 0.03%
1,112,786
-858,441
449
$80.5M 0.03%
700,486
+50,995
450
$80.5M 0.03%
2,148,403
-42,238
16 17
18
19 20