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
876
$28.7M 0.01%
1,502,055
+66,877
877
$28.7M 0.01%
422,225
+55,271
878
$28.7M 0.01%
583,088
+71,373
879
$28.6M 0.01%
643,183
+273,556
880
$28.6M 0.01%
723,171
+8,311
881
$28.4M 0.01%
1,747,776
-128,080
882
$28.3M 0.01%
1,117,279
+927,537
883
$28.2M 0.01%
94,536
+50,587
884
$28.1M 0.01%
2,893,842
+125,707
885
$28M 0.01%
554,159
+232,609
886
$28M 0.01%
416,823
-35,843
887
$27.9M 0.01%
1,167,581
+33,426
888
$27.9M 0.01%
650,172
-5,905
889
$27.8M 0.01%
470,008
+157,508
890
$27.7M 0.01%
432,733
+147,122
891
$27.6M 0.01%
449,763
+117,642
892
$27.6M 0.01%
250,479
-142,459
893
$27.5M 0.01%
64,855
-6,964
894
$27.5M 0.01%
205,906
-38,528
895
$27.5M 0.01%
1,278,262
+243,565
896
$27.4M 0.01%
1,177,040
-914,628
897
$27.2M 0.01%
317,224
+82,220
898
$27.2M 0.01%
695,067
+17,044
899
$27.1M 0.01%
332,273
+107,430
900
$27.1M 0.01%
50,135
-68,238
34 35
36
37 38