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
801
$33.4M 0.01%
569,964
+21,527
802
$33.3M 0.01%
1,323,094
-334,842
803
$33.1M 0.01%
1,304,236
+17,057
804
$33.1M 0.01%
475,487
-10,810
805
$33M 0.01%
67,867
+59,935
806
$33M 0.01%
547,647
+63,840
807
$33M 0.01%
1,052,664
+42,796
808
$32.9M 0.01%
341,943
+4,184
809
$32.9M 0.01%
234,004
+1,782
810
$32.8M 0.01%
2,088,467
-327,498
811
$32.8M 0.01%
303,920
+7,494
812
$32.7M 0.01%
217,449
-39,570
813
$32.6M 0.01%
369,554
+110,604
814
$32.5M 0.01%
161,314
-10,328
815
$32.5M 0.01%
329,639
+51,153
816
$32.5M 0.01%
691,268
+3,361
817
$32.5M 0.01%
451,542
-114,877
818
$32.4M 0.01%
624,866
-79,231
819
$32.4M 0.01%
274,354
+27,588
820
$32.3M 0.01%
1,238,271
+27,098
821
$32.3M 0.01%
348,618
+210,258
822
$32.3M 0.01%
569,994
+337,598
823
$32.2M 0.01%
650,965
+54,971
824
$32.1M 0.01%
255,580
-3,763
825
$32M 0.01%
394,964
+127,703
31 32
33
34 35