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
$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 9.1%
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
51
$841M 0.28%
8,839,255
+1,388,620
52
$841M 0.28%
3,380,040
+137,148
53
$839M 0.28%
7,675,464
-198,715
54
$819M 0.27%
2,217,411
-87,684
55
$805M 0.27%
7,682,311
-1,297,815
56
$804M 0.27%
35,149,781
-1,745,420
57
$796M 0.26%
3,849,893
-48,652
58
$790M 0.26%
5,369,982
-75,882
59
$784M 0.26%
14,692,948
+873,529
60
$782M 0.26%
15,017,630
+806,720
61
$773M 0.26%
3,876,237
-119,880
62
$772M 0.26%
1,023,751
-42,719
63
$769M 0.26%
13,228,897
+328,544
64
$768M 0.25%
4,062,745
+179,223
65
$760M 0.25%
16,385,590
-1,633,130
66
$758M 0.25%
3,437,718
+6,335
67
$756M 0.25%
19,532,115
-2,139,155
68
$755M 0.25%
3,528,151
+194,617
69
$753M 0.25%
5,671,852
-1,700,388
70
$748M 0.25%
2,087,596
-64,939
71
$744M 0.25%
3,911,494
-486,794
72
$735M 0.24%
2,885,324
+1,813
73
$730M 0.24%
6,089,803
+1,198,955
74
$720M 0.24%
9,782,760
-168,415
75
$707M 0.23%
2,913,032
+94,395
1 2
3
4 5