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
701
$42M 0.01%
1,160,953
+1,120,860
702
$41.7M 0.01%
1,614,839
+160,418
703
$41.7M 0.01%
550,070
-67,410
704
$41.5M 0.01%
246,018
+5,549
705
$41.4M 0.01%
1,435,506
+67,924
706
$41.4M 0.01%
807,579
+150,782
707
$41.3M 0.01%
834,975
-8,055
708
$41.2M 0.01%
941,237
+61,304
709
$41.1M 0.01%
1,161,690
-53,840
710
$41.1M 0.01%
2,774,961
+82,797
711
$41.1M 0.01%
447,626
-10,204
712
$41.1M 0.01%
230,376
-96,358
713
$40.9M 0.01%
1,137,393
+84,076
714
$40.9M 0.01%
311,585
+27,625
715
$40.8M 0.01%
1,309,354
-17,135
716
$40.8M 0.01%
351,603
+44,274
717
$40.5M 0.01%
621,440
+64,720
718
$40.1M 0.01%
1,648,673
-704,017
719
$40.1M 0.01%
117,667
-53,123
720
$40.1M 0.01%
668,263
+186,751
721
$39.8M 0.01%
758,435
-397,873
722
$39.8M 0.01%
1,793,314
+1,254,575
723
$39.7M 0.01%
431,722
-384,035
724
$39.7M 0.01%
1,983,154
+406,786
725
$39.4M 0.01%
2,404,945
+237,397
27 28
29
30 31