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
626
$33.7M 0.02%
1,557,044
-4,998
627
$33.7M 0.02%
235,716
-4,432
628
$33.7M 0.02%
2,284,628
-20,917
629
$33.7M 0.02%
455,150
+41,088
630
$33.4M 0.02%
2,464,942
+48,836
631
$33.4M 0.02%
1,419,811
-1,974
632
$33.4M 0.02%
1,510,544
-48,618
633
$33.3M 0.02%
437,176
+19,117
634
$33.3M 0.02%
386,017
+7,106
635
$33.2M 0.02%
1,153,223
-80,072
636
$33.2M 0.02%
1,663,761
+478,255
637
$33.1M 0.02%
1,030,113
-414,352
638
$33M 0.02%
569,082
+122,071
639
$32.9M 0.02%
301,649
+28,219
640
$32.9M 0.02%
1,276,612
+42,794
641
$32.8M 0.02%
1,070,500
-206,904
642
$32.7M 0.02%
279,711
-22,578
643
$32.6M 0.02%
420,840
+22,483
644
$32.5M 0.02%
731,839
+213,164
645
$32.3M 0.01%
960,695
-259,125
646
$32.2M 0.01%
2,015,130
-3,056
647
$32M 0.01%
288,798
-4,757
648
$32M 0.01%
334,590
+59,339
649
$31.9M 0.01%
463,101
-36,527
650
$31.7M 0.01%
1,129,201
-1,243,134
24 25
26
27 28