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
651
$46.1M 0.02%
1,935,704
+8,687
652
$46M 0.02%
1,056,402
+110,181
653
$45.9M 0.02%
458,326
-423,278
654
$45.8M 0.02%
319,351
-52,958
655
$45.8M 0.02%
915,103
+871,660
656
$45.7M 0.02%
218,224
+5,054
657
$45.5M 0.02%
506,420
-43,612
658
$45.4M 0.02%
1,481,319
-24,244
659
$45.4M 0.02%
2,009,603
+265,510
660
$45.3M 0.02%
927,990
-127,920
661
$45.2M 0.02%
729,627
-140,919
662
$45.2M 0.02%
127,563,444
-33,265,980
663
$45M 0.01%
712,763
-45,827
664
$45M 0.01%
579,923
+38,264
665
$44.8M 0.01%
3,204,788
+315,061
666
$44.8M 0.01%
161,500
-64,857
667
$44.7M 0.01%
358,242
+32,884
668
$44.5M 0.01%
317,164
-3,920
669
$44.4M 0.01%
747,131
+412,321
670
$44.4M 0.01%
1,052,691
-590,986
671
$44.3M 0.01%
329,244
-50,790
672
$44.2M 0.01%
1,676,455
-26,837
673
$44.2M 0.01%
125,236
+97,036
674
$44.2M 0.01%
870,856
+200,658
675
$44M 0.01%
723,822
-6,568
25 26
27
28 29