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
576
$55.5M 0.02%
92,989
-11,173
577
$55.3M 0.02%
240,600
-5,700
578
$55.2M 0.02%
651,597
-31,554
579
$55.2M 0.02%
1,753,225
+83,800
580
$54.8M 0.02%
400,569
+68,995
581
$54.7M 0.02%
540,297
+8,315
582
$54.6M 0.02%
1,109,240
+605,469
583
$54.2M 0.02%
1,178,869
+507,314
584
$54M 0.02%
1,436,821
-773,802
585
$53.7M 0.02%
932,792
+78,981
586
$53.6M 0.02%
934,994
+38,586
587
$53.5M 0.02%
654,697
-77,820
588
$53.4M 0.02%
1,879,100
+296,500
589
$53.3M 0.02%
421,057
+329,077
590
$53.1M 0.02%
37,832
+16,411
591
$52.9M 0.02%
1,696,838
-608,865
592
$52.9M 0.02%
420,779
+48,152
593
$52.7M 0.02%
2,861,898
+137,188
594
$52.7M 0.02%
561,953
-800,672
595
$52.6M 0.02%
985,382
-315,119
596
$52.3M 0.02%
809,817
+78,669
597
$52.2M 0.02%
2,491,751
+2,097,018
598
$52.2M 0.02%
837,681
+149,350
599
$52.1M 0.02%
430,908
+309,089
600
$52M 0.02%
373,874
+20,077
22 23
24
25 26