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
$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
801
$22.1M 0.01%
1,236,848
-232,111
802
$22.1M 0.01%
1,164,756
+47,155
803
$22.1M 0.01%
848,401
-250,208
804
$22.1M 0.01%
544,914
+458,140
805
$22.1M 0.01%
1,570,727
+101,618
806
$22.1M 0.01%
792,570
+51,432
807
$21.9M 0.01%
425,114
+38,994
808
$21.6M 0.01%
527,672
-119,112
809
$21.6M 0.01%
1,599,910
-44,220
810
$21.5M 0.01%
692,151
-249,326
811
$21.5M 0.01%
599,812
+307,779
812
$21.4M 0.01%
329,412
+13,360
813
$21.3M 0.01%
1,586,684
+41,131
814
$21.3M 0.01%
1,868,608
+349,332
815
$21.3M 0.01%
811,341
+225,977
816
$21.3M 0.01%
1,213,710
-151,840
817
$21.3M 0.01%
1,004,620
+237,576
818
$21.2M 0.01%
656,201
+2,944
819
$21.2M 0.01%
277,346
+28,495
820
$21.2M 0.01%
511,724
+14,421
821
$21.1M 0.01%
745,059
-1,492
822
$21M 0.01%
205,201
-42,569
823
$21M 0.01%
375,172
+20,006
824
$21M 0.01%
582,604
+32,756
825
$21M 0.01%
460,195
+119,125
31 32
33
34 35