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
451
$51.3M 0.02%
328,323
-505,413
452
$50.9M 0.02%
849,641
-2,344
453
$50.6M 0.02%
1,958,607
+38,023
454
$50.5M 0.02%
2,267,579
+1,577,056
455
$50.4M 0.02%
686,520
+97,498
456
$50.4M 0.02%
1,238,300
+213,870
457
$50.3M 0.02%
5,783,171
+83,474
458
$50.2M 0.02%
2,091,822
-695,916
459
$50.1M 0.02%
815,404
-129,800
460
$50M 0.02%
2,674,164
+146,966
461
$49.8M 0.02%
573,301
+378,447
462
$49.7M 0.02%
886,954
+1,150
463
$49.6M 0.02%
2,967,512
-872,597
464
$49.6M 0.02%
1,028,772
+51,760
465
$49.4M 0.02%
915,562
-43,000
466
$49M 0.02%
2,592,733
-46,843
467
$49M 0.02%
1,425,225
+52,770
468
$48.8M 0.02%
1,000,736
+31,108
469
$48.8M 0.02%
330,497
-150,320
470
$48.6M 0.02%
409,922
+106,706
471
$48.6M 0.02%
1,204,027
-215,373
472
$48.3M 0.02%
454,477
-133,028
473
$48.3M 0.02%
448,049
-41,128
474
$48.2M 0.02%
541,872
-17,638
475
$48.2M 0.02%
968,816
-121,994
17 18
19
20 21