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
851
$29.9M 0.01%
587,725
+123,481
852
$29.8M 0.01%
1,112,278
+279,997
853
$29.7M 0.01%
400,061
-34,269
854
$29.7M 0.01%
1,359,893
+821,596
855
$29.7M 0.01%
104,505
-6,848
856
$29.6M 0.01%
717,493
-99,262
857
$29.6M 0.01%
663,040
-1,969,556
858
$29.6M 0.01%
322,000
-86,640
859
$29.6M 0.01%
1,700,182
-604,016
860
$29.3M 0.01%
1,429,256
+351,274
861
$29.3M 0.01%
608,239
+160,737
862
$29.3M 0.01%
365,862
-8,709
863
$29.3M 0.01%
129,533
+66,906
864
$29.2M 0.01%
1,546,464
-124,304
865
$29.1M 0.01%
614,694
+257,782
866
$29M 0.01%
237,879
+102,618
867
$29M 0.01%
225,743
-7,138
868
$28.9M 0.01%
386,815
-23,371
869
$28.9M 0.01%
401,139
+151,877
870
$28.9M 0.01%
481,688
-7,804
871
$28.9M 0.01%
1,953,777
-10,076
872
$28.8M 0.01%
71,938
+2,361
873
$28.8M 0.01%
390,982
+26,711
874
$28.8M 0.01%
551,209
+210,051
875
$28.8M 0.01%
1,261,716
-27,914
33 34
35
36 37