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
1026
$21.8M 0.01%
299,308
+223,954
1027
$21.8M 0.01%
773,626
+107,879
1028
$21.7M 0.01%
827,464
+60,899
1029
$21.7M 0.01%
131,999
-35,925
1030
$21.7M 0.01%
779,454
+134,872
1031
$21.7M 0.01%
194,659
+45,692
1032
$21.6M 0.01%
377,562
-68,268
1033
$21.5M 0.01%
162,435
-263,166
1034
$21.5M 0.01%
802,336
+221,881
1035
$21.5M 0.01%
517,416
+55,802
1036
$21.5M 0.01%
199,772
-69,656
1037
$21.5M 0.01%
952,020
+21,177
1038
$21.5M 0.01%
143,838
+8,710
1039
$21.4M 0.01%
534,078
-315,237
1040
$21.3M 0.01%
284,920
+4,150
1041
$21.3M 0.01%
1,612,454
-437,534
1042
$21.3M 0.01%
151,405
-62,074
1043
$21.2M 0.01%
111,048
-114,120
1044
$21.2M 0.01%
225,195
+31,237
1045
$21.1M 0.01%
188,718
-60,926
1046
$21.1M 0.01%
777,400
+19,383
1047
$21.1M 0.01%
259,490
+149,314
1048
$21M 0.01%
100,645
+5,926
1049
$21M 0.01%
840,471
+668,810
1050
$21M 0.01%
534,904
+164,242
40 41
42
43 44