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
$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
976
$15.8M 0.01%
1,235,300
+406,790
977
$15.8M 0.01%
167,496
+102,235
978
$15.7M 0.01%
1,536,824
+7,567
979
$15.7M 0.01%
149,451
+127,760
980
$15.7M 0.01%
282,791
-63,883
981
$15.7M 0.01%
171,007
-50,649
982
$15.6M 0.01%
136,227
-96,921
983
$15.6M 0.01%
489,323
+170,942
984
$15.6M 0.01%
1,814,912
+170,708
985
$15.6M 0.01%
2,275,406
-761,592
986
$15.6M 0.01%
1,229,425
+278,320
987
$15.5M 0.01%
605,501
+358,743
988
$15.5M 0.01%
270,599
-25,103
989
$15.5M 0.01%
191,753
+70,979
990
$15.5M 0.01%
529,482
+431,618
991
$15.5M 0.01%
371,153
-206,034
992
$15.4M 0.01%
420,848
-22,306
993
$15.4M 0.01%
2,158,155
+1,682,195
994
$15.4M 0.01%
299,680
+49,358
995
$15.3M 0.01%
247,572
-6,245
996
$15.2M 0.01%
84,798
-7,834
997
$15.2M 0.01%
842,204
+707,579
998
$15.2M 0.01%
151,731
+17,665
999
$15.2M 0.01%
1,511,482
-1,360,920
1000
$15.1M 0.01%
321,789
-10,193
38 39
40
41 42