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
1051
$13.9M 0.01%
376,336
+143,900
1052
$13.9M 0.01%
722,356
-34,482
1053
$13.8M 0.01%
124,290
+25,994
1054
$13.8M 0.01%
558,717
-3,125
1055
$13.8M 0.01%
139,576
+14,483
1056
$13.8M 0.01%
839,735
-24,192
1057
$13.8M 0.01%
522,310
-31,202
1058
$13.8M 0.01%
3,191,725
-316,821
1059
$13.7M 0.01%
225,074
+2,138
1060
$13.7M 0.01%
299,917
+78,678
1061
$13.7M 0.01%
265,238
+39,095
1062
$13.6M 0.01%
258,796
-86,203
1063
$13.6M 0.01%
352,575
+282,224
1064
$13.6M 0.01%
407,142
+111,879
1065
$13.6M 0.01%
491,956
+470,693
1066
$13.6M 0.01%
246,124
+96,710
1067
$13.5M 0.01%
384,772
+22,983
1068
$13.4M 0.01%
212,739
+108,947
1069
$13.4M 0.01%
408,262
-38,322
1070
$13.4M 0.01%
554,726
+13,932
1071
$13.4M 0.01%
358,282
+10,673
1072
$13.4M 0.01%
1,201,589
+425,568
1073
$13.3M 0.01%
1,197,052
+626,153
1074
$13.3M 0.01%
301,871
+3,584
1075
$13.3M 0.01%
144,207
+9,425
41 42
43
44 45