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
601
$35.9M 0.02%
527,046
+405,898
602
$35.9M 0.02%
1,190,644
-219,379
603
$35.8M 0.02%
1,469,083
+147,162
604
$35.8M 0.02%
981,332
-161,910
605
$35.7M 0.02%
986,616
+87,179
606
$35.5M 0.02%
256,045
-4,172
607
$35.5M 0.02%
2,042,018
+373,290
608
$35.4M 0.02%
1,286,033
+93,758
609
$35.4M 0.02%
1,507,901
+126,451
610
$35.2M 0.02%
1,718,590
+3,342
611
$35.2M 0.02%
547,546
+70,737
612
$35.1M 0.02%
1,269,052
+126,792
613
$34.8M 0.02%
2,259,599
+22,629
614
$34.8M 0.02%
1,712,994
-21,676
615
$34.7M 0.02%
293,308
+192,314
616
$34.6M 0.02%
153,006
+89,849
617
$34.6M 0.02%
929,529
-67,694
618
$34.5M 0.02%
331,339
-71,766
619
$34.5M 0.02%
1,262,152
-73,217
620
$34.4M 0.02%
343,047
+17,404
621
$34.2M 0.02%
474,352
+141,038
622
$34.2M 0.02%
532,847
-151,400
623
$34.2M 0.02%
190,909
+16,929
624
$33.9M 0.02%
1,353,545
-40,385
625
$33.8M 0.02%
553,651
+140,035
23 24
25
26 27