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
1051
$20.9M 0.01%
811,486
+551,576
1052
$20.9M 0.01%
361,199
-101,936
1053
$20.9M 0.01%
1,408,251
+387,055
1054
$20.8M 0.01%
573,443
-173,298
1055
$20.8M 0.01%
265,027
+31,693
1056
$20.8M 0.01%
222,722
+105,720
1057
$20.8M 0.01%
564,644
+77,371
1058
$20.7M 0.01%
972,830
+11,738
1059
$20.7M 0.01%
181,408
-7,133
1060
$20.6M 0.01%
613,935
+18,949
1061
$20.5M 0.01%
114,722
-475,564
1062
$20.5M 0.01%
613,115
-149,614
1063
$20.5M 0.01%
201,158
+69,150
1064
$20.5M 0.01%
576,188
+144,774
1065
$20.4M 0.01%
371,718
+57,701
1066
$20.4M 0.01%
529,087
+2,006
1067
$20.4M 0.01%
869,340
-114,296
1068
$20.3M 0.01%
634,716
-43,275
1069
$20.3M 0.01%
154,537
+27,250
1070
$20.3M 0.01%
88,437
+68,355
1071
$20.3M 0.01%
1,800,733
-52,923
1072
$20.2M 0.01%
324,673
-100,558
1073
$20.2M 0.01%
141,585
+32,374
1074
$20.1M 0.01%
319,478
-57,670
1075
$20.1M 0.01%
301,523
-17,060
41 42
43
44 45