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
1001
$22.7M 0.01%
587,250
+191,719
1002
$22.6M 0.01%
296,847
+100,017
1003
$22.5M 0.01%
234,316
+41,604
1004
$22.4M 0.01%
117,685
-129,941
1005
$22.4M 0.01%
336,803
-299,769
1006
$22.4M 0.01%
1,055,935
-15,075
1007
$22.3M 0.01%
83,189
-9,793
1008
$22.3M 0.01%
511,696
-903,182
1009
$22.2M 0.01%
397,043
+36,955
1010
$22.2M 0.01%
729,756
-80,298
1011
$22.2M 0.01%
315,702
+43,738
1012
$22.1M 0.01%
611,990
-994
1013
$22.1M 0.01%
885,190
+389,779
1014
$22.1M 0.01%
488,596
+2,685
1015
$22M 0.01%
644,831
+7,972
1016
$22M 0.01%
349,425
+883
1017
$22M 0.01%
511,176
+144,674
1018
$22M 0.01%
209,478
+107,018
1019
$21.9M 0.01%
853,176
+212,594
1020
$21.9M 0.01%
1,294,243
-200,968
1021
$21.9M 0.01%
2,839,933
+655,100
1022
$21.8M 0.01%
494,046
-9,886
1023
$21.8M 0.01%
384,591
+60,982
1024
$21.8M 0.01%
373,089
-89,117
1025
$21.8M 0.01%
1,204,664
+10,024
39 40
41
42 43