UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,875
New
Increased
Reduced
Closed

Top Buys

1
+$4.2B
2
+$2.09B
3
+$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.34B
5
QCOM icon
Qualcomm
QCOM
+$1.25B

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.63%
2 Energy 9.17%
3 Technology 8.86%
4 Healthcare 8.79%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$329M 0.23%
+10,766,036
77
$329M 0.23%
+4,214,126
78
$329M 0.23%
+2,063,777
79
$325M 0.23%
+4,969,828
80
$324M 0.23%
+3,989,581
81
$323M 0.23%
+3,823,862
82
$320M 0.22%
+2,084,201
83
$318M 0.22%
+7,036,580
84
$316M 0.22%
+5,543,876
85
$314M 0.22%
+6,548,722
86
$314M 0.22%
+6,143,610
87
$308M 0.22%
+1,734,189
88
$308M 0.22%
+9,265,895
89
$307M 0.21%
+19,804,254
90
$305M 0.21%
+5,391,803
91
$301M 0.21%
+10,506,922
92
$295M 0.21%
+3,833,592
93
$293M 0.2%
+10,504,648
94
$293M 0.2%
+6,077,221
95
$292M 0.2%
+2,441,769
96
$289M 0.2%
+2,620,978
97
$287M 0.2%
+7,304,025
98
$284M 0.2%
+5,356,180
99
$284M 0.2%
+5,760,563
100
$282M 0.2%
+6,738,507
2 3
4
5 6