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
551
$40M 0.02%
440,815
-104,644
552
$39.9M 0.02%
1,883,984
+7,489
553
$39.9M 0.02%
1,229,065
+80,652
554
$39.7M 0.02%
4,594,170
+822,174
555
$39.4M 0.02%
901,868
+15,004
556
$39.4M 0.02%
1,406,885
-400,163
557
$39.3M 0.02%
1,345,537
+693,850
558
$39.2M 0.02%
583,191
+399,951
559
$39.1M 0.02%
160,296
-42,282
560
$38.8M 0.02%
629,790
+54,547
561
$38.8M 0.02%
1,453,209
+933,504
562
$38.8M 0.02%
337,423
+21,007
563
$38.7M 0.02%
799,276
+70,418
564
$38.7M 0.02%
624,831
+4,514
565
$38.6M 0.02%
474,222
+71,528
566
$38.5M 0.02%
1,986,713
-23,334
567
$38.3M 0.02%
2,216,538
+40,173
568
$38.2M 0.02%
544,207
-49,065
569
$38.2M 0.02%
834,166
+214,154
570
$38.2M 0.02%
415,325
-20,665
571
$38.1M 0.02%
744,086
-11,366
572
$38.1M 0.02%
810,949
+84,273
573
$38M 0.02%
2,434,734
-37,116
574
$38M 0.02%
431,932
+26,374
575
$37.9M 0.02%
925,144
-363,659
21 22
23
24 25