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
826
$21M 0.01%
638,649
-12,203
827
$20.9M 0.01%
916,544
+39,480
828
$20.9M 0.01%
398,397
+6,966
829
$20.9M 0.01%
281,589
+19,436
830
$20.8M 0.01%
831,675
-34,094
831
$20.8M 0.01%
522,129
-96,066
832
$20.7M 0.01%
671,752
+25,554
833
$20.7M 0.01%
19,385
+4,061
834
$20.7M 0.01%
792,208
+375,900
835
$20.5M 0.01%
1,345,554
+33,645
836
$20.5M 0.01%
1,100,806
+413,916
837
$20.5M 0.01%
367,989
-41,294
838
$20.4M 0.01%
1,123,587
+158,624
839
$20.2M 0.01%
388,654
+40,685
840
$20.1M 0.01%
741,413
+175,221
841
$20M 0.01%
251,155
+39,693
842
$20M 0.01%
195,673
+110,450
843
$20M 0.01%
457,004
+26,326
844
$20M 0.01%
422,605
-61,078
845
$19.9M 0.01%
1,525,845
+12,198
846
$19.9M 0.01%
912,304
-129,070
847
$19.9M 0.01%
2,901,562
+1,672,275
848
$19.9M 0.01%
258,227
+57,009
849
$19.8M 0.01%
127,631
-31,895
850
$19.8M 0.01%
181,410
-6,045
32 33
34
35 36