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
476
$48.2M 0.02%
339,373
-27,176
477
$48.1M 0.02%
107,738
+31,253
478
$48M 0.02%
484,084
-11,940
479
$47.8M 0.02%
828,645
-26,861
480
$47.5M 0.02%
1,485,381
+902,945
481
$47.4M 0.02%
537,867
+99,297
482
$47.4M 0.02%
1,391,909
+280,574
483
$47.3M 0.02%
1,129,788
-35,773
484
$46.7M 0.02%
643,933
+96,362
485
$46.7M 0.02%
724,192
+40,096
486
$46.6M 0.02%
671,501
+30,533
487
$46.5M 0.02%
2,169,420
-33,465
488
$46.2M 0.02%
832,753
-212,754
489
$46.1M 0.02%
343,293
+2,919
490
$45.8M 0.02%
1,696,566
+272,058
491
$45.8M 0.02%
369,518
+23,581
492
$45.7M 0.02%
730,063
-6,264
493
$45.6M 0.02%
1,193,977
-87,035
494
$45.6M 0.02%
887,582
+71,948
495
$45.4M 0.02%
546,933
+41,615
496
$45.3M 0.02%
546,918
+27,860
497
$45.3M 0.02%
3,269,084
+42,545
498
$45.3M 0.02%
959,270
+18,308
499
$44.8M 0.02%
648,572
-185,047
500
$44.7M 0.02%
85,780
-11,421
18 19
20
21 22