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
1101
$12.6M 0.01%
416,101
+103,435
1102
$12.6M 0.01%
242,972
+5,781
1103
$12.6M 0.01%
661,598
+78,540
1104
$12.6M 0.01%
249,848
-8,057
1105
$12.5M 0.01%
128,479
+24,333
1106
$12.5M 0.01%
67,997
-4,196
1107
$12.5M 0.01%
198,902
-59,008
1108
$12.5M 0.01%
1,089,617
+30,231
1109
$12.5M 0.01%
221,580
+718
1110
$12.5M 0.01%
142,725
+6,586
1111
$12.4M 0.01%
570,619
+107,410
1112
$12.4M 0.01%
205,499
-98,825
1113
$12.4M 0.01%
581,633
+2,260
1114
$12.3M 0.01%
1,360,653
+322,270
1115
$12.3M 0.01%
60,944
-7,670
1116
$12.3M 0.01%
373,306
+38,584
1117
$12.3M 0.01%
849,689
-869,448
1118
$12.3M 0.01%
369,550
+12,651
1119
$12.2M 0.01%
175,104
-1,723
1120
$12.2M 0.01%
89,789
+13,755
1121
$12.2M 0.01%
220,723
+82,236
1122
$12.2M 0.01%
207,358
+4,136
1123
$12.2M 0.01%
3,337,664
-460,070
1124
$12.2M 0.01%
295,493
+22,469
1125
$12.2M 0.01%
144,617
-24,181
43 44
45
46 47