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
$118B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,875
New
Increased
Reduced
Closed

Top Buys

1
+$4.2B
2
+$2.09B
3
+$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.34B
5
QCOM icon
Qualcomm
QCOM
+$1.25B

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.63%
2 Energy 9.17%
3 Technology 8.86%
4 Healthcare 8.79%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
6551
$2K ﹤0.01%
+227
6552
$2K ﹤0.01%
+110
6553
$2K ﹤0.01%
+1,541
6554
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+209
6555
$2K ﹤0.01%
+579
6556
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+951
6557
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+6
6558
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+54
6559
$2K ﹤0.01%
+21
6560
$2K ﹤0.01%
+1,967
6561
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+89
6562
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+60
6563
$2K ﹤0.01%
+225
6564
$2K ﹤0.01%
+599
6565
– –
0
6566
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+129
6567
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+1,126
6568
$2K ﹤0.01%
+100
6569
$2K ﹤0.01%
+35
6570
$2K ﹤0.01%
+2,400
6571
$2K ﹤0.01%
+16
6572
– –
0
6573
$2K ﹤0.01%
+289
6574
$2K ﹤0.01%
+274
6575
$2K ﹤0.01%
+1,000
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