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
526
$63M 0.02%
4,162,034
+523,693
527
$62.7M 0.02%
1,024,623
+69,163
528
$62.6M 0.02%
1,227,315
+518,952
529
$62.1M 0.02%
594,450
-419,546
530
$62.1M 0.02%
696,393
-327,781
531
$62M 0.02%
350,627
-52,959
532
$61.5M 0.02%
786,010
-12,995
533
$61.2M 0.02%
387,171
-65,271
534
$61.2M 0.02%
260,383
+3,552
535
$61.1M 0.02%
466,333
+135,544
536
$61M 0.02%
2,093,308
+656,699
537
$60.4M 0.02%
1,429,537
-144,542
538
$60.4M 0.02%
2,267,932
+763,165
539
$60.3M 0.02%
1,079,343
-4,460
540
$60.1M 0.02%
2,413,032
+3,128
541
$60M 0.02%
1,187,650
-117,970
542
$59.9M 0.02%
2,897,945
+458,115
543
$59.8M 0.02%
1,675,338
+235,973
544
$59.6M 0.02%
435,103
-29,738
545
$59.5M 0.02%
240,205
-52,097
546
$59.4M 0.02%
969,289
+231,316
547
$59.3M 0.02%
198,733
+6,862
548
$59.3M 0.02%
1,466,242
-74,791
549
$59.1M 0.02%
1,164,811
+640,504
550
$59.1M 0.02%
1,202,292
+24,327
20 21
22
23 24