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
826
$32M 0.01%
1,188,048
+329,199
827
$31.9M 0.01%
430,708
+76,303
828
$31.9M 0.01%
1,466,835
+97,422
829
$31.9M 0.01%
248,528
-38,689
830
$31.9M 0.01%
1,237,434
+252,948
831
$31.7M 0.01%
338,343
-45,787
832
$31.6M 0.01%
198,932
-339,323
833
$31.5M 0.01%
2,340,930
-12,531
834
$31.2M 0.01%
796,972
-23,458
835
$31M 0.01%
8,339,769
+1,294,358
836
$31M 0.01%
283,729
+230,057
837
$30.9M 0.01%
175,112
-36,344
838
$30.9M 0.01%
395,233
+9,711
839
$30.8M 0.01%
1,320,517
+42,124
840
$30.8M 0.01%
91,803
-141,656
841
$30.8M 0.01%
303,953
+21,355
842
$30.7M 0.01%
1,897,245
-7,690
843
$30.7M 0.01%
1,166,910
-23,707
844
$30.5M 0.01%
2,266,097
-42,470
845
$30.5M 0.01%
1,712,151
+1,618,528
846
$30.4M 0.01%
424,047
+56,510
847
$30.3M 0.01%
831,673
-10,412
848
$30.3M 0.01%
220,840
-2,422
849
$30.2M 0.01%
895,468
+6,414
850
$30M 0.01%
938,146
+377,053
32 33
34
35 36