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
676
$29.8M 0.01%
2,388,048
+527,806
677
$29.8M 0.01%
602,224
+9,214
678
$29.8M 0.01%
956,905
+392,256
679
$29.7M 0.01%
2,303,238
-3,996
680
$29.6M 0.01%
283,101
-160,450
681
$29.4M 0.01%
538,527
+21,804
682
$29.4M 0.01%
200,902
+13,812
683
$29.3M 0.01%
963,568
+125,427
684
$29.2M 0.01%
613,867
-24,108
685
$29.1M 0.01%
445,469
-466,819
686
$29M 0.01%
1,125,690
-82,794
687
$28.9M 0.01%
1,765,142
+328,658
688
$28.9M 0.01%
3,653,213
-89,084
689
$28.8M 0.01%
397,540
-6,112
690
$28.7M 0.01%
598,747
+17,675
691
$28.7M 0.01%
293,908
-31,936
692
$28.5M 0.01%
3,550,031
+22,970
693
$28.4M 0.01%
527,981
+167,403
694
$28.4M 0.01%
705,688
+18,361
695
$28.2M 0.01%
1,554,112
+359,261
696
$28.2M 0.01%
1,050,453
+546,892
697
$28M 0.01%
1,033,592
+226,295
698
$28M 0.01%
701,313
+349,477
699
$28M 0.01%
929,856
-170,204
700
$27.9M 0.01%
3,105,439
+44,602
26 27
28
29 30