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
$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
476
$43.8M 0.03%
+4,325,185
477
$43.8M 0.03%
+542,111
478
$43.7M 0.03%
+789,925
479
$43.6M 0.03%
+190,796
480
$43.3M 0.03%
+1,861,862
481
$42.9M 0.03%
+384,177
482
$42.8M 0.03%
+571,758
483
$42.8M 0.03%
+1,869,312
484
$41.9M 0.03%
+262,891
485
$41.8M 0.03%
+377,766
486
$41.8M 0.03%
+283,451
487
$41.7M 0.03%
+405,687
488
$41.6M 0.03%
+686,247
489
$41.4M 0.03%
+589,469
490
$41M 0.03%
+467,961
491
$41M 0.03%
+975,674
492
$40.9M 0.03%
+525,955
493
$40.8M 0.03%
+824,564
494
$40.8M 0.03%
+589,674
495
$40.6M 0.03%
+1,508,358
496
$40.6M 0.03%
+1,093,736
497
$40.5M 0.03%
+1,355,746
498
$40.4M 0.03%
+98,504
499
$40.2M 0.03%
+773,997
500
$40.1M 0.03%
+514,529
18 19
20
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