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
676
$44M 0.01%
248,998
+31,889
677
$43.9M 0.01%
444,567
+26,437
678
$43.9M 0.01%
544,768
-89,912
679
$43.8M 0.01%
1,748,603
+1,348,480
680
$43.8M 0.01%
308,340
-65,109
681
$43.8M 0.01%
1,186,345
-592,673
682
$43.7M 0.01%
809,589
+115,422
683
$43.7M 0.01%
959,228
-229,512
684
$43.5M 0.01%
1,367,487
+27,997
685
$43.5M 0.01%
2,080,607
-218,800
686
$43.5M 0.01%
497,612
-276,784
687
$43.4M 0.01%
1,065,748
+245,605
688
$43.4M 0.01%
2,039,018
+254,352
689
$43.3M 0.01%
633,246
-86,495
690
$43.1M 0.01%
866,911
-21,466
691
$43.1M 0.01%
970,983
+109,008
692
$43M 0.01%
272,565
+84,244
693
$43M 0.01%
837,876
-13,494
694
$42.8M 0.01%
1,202,757
-121,390
695
$42.6M 0.01%
692,018
-219,839
696
$42.5M 0.01%
291,044
+84,218
697
$42.4M 0.01%
1,160,472
+569,324
698
$42.3M 0.01%
245,923
+30,544
699
$42.3M 0.01%
432,970
-17,622
700
$42.3M 0.01%
695,637
+82,974
26 27
28
29 30