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
751
$37.5M 0.01%
324,320
-10,266
752
$37.4M 0.01%
2,232,943
+358,934
753
$37.3M 0.01%
2,509,477
+86,224
754
$37.2M 0.01%
953,636
+451,376
755
$37.2M 0.01%
245,368
-11,129
756
$37.1M 0.01%
296,101
-73,949
757
$37.1M 0.01%
464,483
+404,913
758
$37M 0.01%
636,303
+53,442
759
$36.9M 0.01%
2,496,153
+61,465
760
$36.8M 0.01%
720,639
-51,169
761
$36.7M 0.01%
590,641
+35,679
762
$36.2M 0.01%
953,410
+276,923
763
$36.1M 0.01%
278,196
+5,641
764
$36M 0.01%
845,273
+99,134
765
$35.9M 0.01%
971,500
+902,056
766
$35.9M 0.01%
938,665
+13,619
767
$35.8M 0.01%
1,016,606
+581,826
768
$35.7M 0.01%
858,525
+612,030
769
$35.6M 0.01%
506,428
+150,373
770
$35.6M 0.01%
193,022
+2,100
771
$35.6M 0.01%
115,028
+13,053
772
$35.6M 0.01%
269,833
+19,719
773
$35.5M 0.01%
142,872
-43,655
774
$35.4M 0.01%
1,019,923
+29,101
775
$35.3M 0.01%
1,378,623
-821,864
29 30
31
32 33