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
$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
76
$534M 0.25%
14,891,552
-346,984
77
$533M 0.25%
6,355,251
-27,274
78
$530M 0.25%
2,295,187
-12,418
79
$528M 0.24%
6,863,095
-71,183
80
$525M 0.24%
7,682,095
+74,656
81
$513M 0.24%
3,377,074
-225,692
82
$512M 0.24%
11,424,845
-3,460,943
83
$510M 0.24%
4,600,470
+542,030
84
$507M 0.23%
3,630,168
+1,230,772
85
$506M 0.23%
3,704,320
+64,661
86
$500M 0.23%
3,781,170
-199,953
87
$499M 0.23%
3,498,812
+2,223
88
$486M 0.22%
8,122,432
-722,267
89
$482M 0.22%
7,563,321
-1,331,405
90
$479M 0.22%
8,542,262
+921,976
91
$466M 0.22%
3,192,964
-572,274
92
$464M 0.21%
2,531,541
-33,588
93
$457M 0.21%
9,226,706
-541,461
94
$448M 0.21%
6,330,408
+381,608
95
$438M 0.2%
2,238,585
-6,198
96
$430M 0.2%
3,044,084
-1,803
97
$428M 0.2%
11,402,965
+2,584,710
98
$424M 0.2%
5,304,567
+266,425
99
$419M 0.19%
2,249,134
-130,337
100
$412M 0.19%
11,171,060
+61,332
2 3
4
5 6