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
$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 9.1%
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
26
$1.26B 0.42%
9,621,293
+731,478
27
$1.23B 0.41%
2,583,578
-17,860
28
$1.21B 0.4%
90,764,680
+16,001,400
29
$1.2B 0.4%
18,594,677
+1,138,359
30
$1.18B 0.39%
5,255,519
+181,941
31
$1.14B 0.38%
21,070,531
-3,851,685
32
$1.14B 0.38%
3,060,867
-294,762
33
$1.12B 0.37%
2,456,580
-264,486
34
$1.11B 0.37%
4,346,657
-201,180
35
$1.11B 0.37%
21,261,385
+1,419,985
36
$1.09B 0.36%
3,001,731
+54,724
37
$1.03B 0.34%
9,482,880
+252,178
38
$1.02B 0.34%
19,276,682
-483,764
39
$1B 0.33%
29,506,725
+5,684,127
40
$1,000M 0.33%
9,239,505
-316,343
41
$993M 0.33%
4,684,714
+253,542
42
$982M 0.33%
6,139,831
-616,491
43
$980M 0.33%
6,463,413
+582,255
44
$971M 0.32%
4,474,811
-584,620
45
$949M 0.31%
12,544,872
+308,639
46
$947M 0.31%
5,570,651
+391,713
47
$917M 0.3%
18,669,779
+725,785
48
$894M 0.3%
2,536,960
-58,596
49
$854M 0.28%
11,052,387
+442,436
50
$851M 0.28%
11,219,706
-560,156
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2
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