UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,875
New
Increased
Reduced
Closed

Top Buys

1
+$4.2B
2
+$2.09B
3
+$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.34B
5
QCOM icon
Qualcomm
QCOM
+$1.25B

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.63%
2 Energy 9.17%
3 Technology 8.86%
4 Healthcare 8.79%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$611M 0.43%
+8,457,274
27
$610M 0.43%
+7,407,733
28
$606M 0.42%
+9,963,463
29
$600M 0.42%
+6,370,901
30
$597M 0.42%
+21,473,483
31
$580M 0.41%
+7,012,945
32
$577M 0.4%
+8,340,572
33
$563M 0.39%
+5,061,357
34
$549M 0.38%
+8,173,551
35
$549M 0.38%
+10,484,603
36
$539M 0.38%
+12,739,802
37
$535M 0.37%
+4,767,752
38
$530M 0.37%
+5,547,939
39
$523M 0.37%
+4,387,123
40
$498M 0.35%
+4,820,733
41
$492M 0.34%
+19,380,975
42
$491M 0.34%
+9,575,349
43
$477M 0.33%
+5,579,836
44
$459M 0.32%
+4,371,561
45
$458M 0.32%
+4,382,687
46
$457M 0.32%
+7,025,466
47
$452M 0.32%
+5,438,424
48
$447M 0.31%
+6,341,872
49
$447M 0.31%
+2,976,556
50
$445M 0.31%
+9,508,744
1
2
3 4 5