UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
51
$443M 0.31%
+4,674,198
52
$442M 0.31%
+4,176,907
53
$441M 0.31%
+4,709,380
54
$432M 0.3%
+14,880,504
55
$427M 0.3%
+4,510,935
56
$422M 0.29%
+4,040,384
57
$421M 0.29%
+5,097,057
58
$418M 0.29%
+6,771,511
59
$415M 0.29%
+3,713,724
60
$401M 0.28%
+5,005,240
61
$396M 0.28%
+4,924,858
62
$390M 0.27%
+9,878,292
63
$384M 0.27%
+14,453,928
64
$384M 0.27%
+3,995,478
65
$381M 0.27%
+3,954,688
66
$371M 0.26%
+1,793,768
67
$368M 0.26%
+4,631,007
68
$364M 0.25%
+6,732,112
69
$361M 0.25%
+3,569,721
70
$355M 0.25%
+8,652,524
71
$354M 0.25%
+2,579,791
72
$353M 0.25%
+13,172,926
73
$352M 0.25%
+3,318,949
74
$333M 0.23%
+6,226,343
75
$330M 0.23%
+4,295,213
1 2
3
4 5