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
$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 9.09%
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
476
$74.1M 0.02%
3,047,697
+1,324,546
477
$74M 0.02%
1,897,670
-391,070
478
$73.8M 0.02%
2,027,138
+10,473
479
$73.5M 0.02%
622,750
+87,813
480
$73.4M 0.02%
645,058
+420,460
481
$73.1M 0.02%
1,567,074
-381,611
482
$73M 0.02%
1,484,909
-485,109
483
$72.9M 0.02%
484,911
-60,480
484
$72.8M 0.02%
468,555
-31,947
485
$72.8M 0.02%
2,857,722
-234,822
486
$71.7M 0.02%
4,146,287
-1,808,064
487
$71.6M 0.02%
601,070
+61,454
488
$71.5M 0.02%
587,422
+223,918
489
$71.3M 0.02%
3,323,645
+1,192,937
490
$71M 0.02%
1,001,340
-1,173,743
491
$71M 0.02%
971,627
+147,583
492
$70.4M 0.02%
1,040,782
+423,371
493
$70.3M 0.02%
229,217
-80,115
494
$70M 0.02%
509,702
+25,631
495
$69M 0.02%
1,207,164
-37,489
496
$69M 0.02%
2,091,108
+673,404
497
$69M 0.02%
3,748,524
-41,457
498
$68.8M 0.02%
605,826
-97,366
499
$68.7M 0.02%
1,291,340
+50,852
500
$68.1M 0.02%
774,073
+131,682
18 19
20
21 22