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
$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
51
$703M 0.33%
23,777,182
+1,009,461
52
$698M 0.32%
2,249,655
+61,292
53
$682M 0.32%
19,465,582
-417,394
54
$682M 0.32%
12,690,181
+736,420
55
$662M 0.31%
4,436,387
+387,997
56
$658M 0.3%
4,846,442
+572,355
57
$656M 0.3%
17,048,886
-393,297
58
$650M 0.3%
5,606,360
+259,542
59
$639M 0.3%
14,669,751
+911,503
60
$638M 0.29%
10,434,520
-10,437
61
$627M 0.29%
2,464,616
+151,652
62
$610M 0.28%
5,150,688
+338,463
63
$609M 0.28%
2,409,731
+188,434
64
$605M 0.28%
33,097,270
+10,112,394
65
$604M 0.28%
16,493,260
+645,644
66
$594M 0.27%
8,360,263
+982,932
67
$576M 0.27%
3,279,835
-134,799
68
$572M 0.26%
22,586,945
-405,971
69
$572M 0.26%
16,328,115
+2,085,144
70
$570M 0.26%
5,204,492
-1,688,585
71
$570M 0.26%
4,079,904
+517,395
72
$565M 0.26%
2,986,175
-26,191
73
$564M 0.26%
8,078,462
+2,910,020
74
$563M 0.26%
5,896,578
-571,071
75
$543M 0.25%
4,849,724
+46,598
1 2
3
4 5