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
526
$42.8M 0.02%
753,824
+157,718
527
$42.5M 0.02%
411,722
-128,722
528
$42.4M 0.02%
2,252,814
-185,464
529
$42.1M 0.02%
4,045,107
-310,680
530
$42M 0.02%
668,978
-6,382
531
$42M 0.02%
895,934
+1,538
532
$41.7M 0.02%
324,618
+13,752
533
$41.6M 0.02%
1,459,749
+95,594
534
$41.5M 0.02%
92,872
+29,959
535
$41.4M 0.02%
1,075,274
-177,899
536
$41.3M 0.02%
650,314
+255,550
537
$41.2M 0.02%
848,086
+5,890
538
$41.2M 0.02%
1,410,799
-179,440
539
$41.1M 0.02%
1,814,735
+20,828
540
$41M 0.02%
842,375
+6,634
541
$41M 0.02%
1,958,366
+278,273
542
$41M 0.02%
864,332
-49,626
543
$40.9M 0.02%
1,779,336
-20,066
544
$40.8M 0.02%
3,443,872
-150,016
545
$40.8M 0.02%
1,019,576
-370,869
546
$40.7M 0.02%
226,458
+170,614
547
$40.5M 0.02%
2,697,391
-20,571
548
$40.5M 0.02%
1,091,023
+40,923
549
$40.3M 0.02%
1,388,952
-409,091
550
$40.2M 0.02%
444,436
+90,309
20 21
22
23 24