UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,875
New
Increased
Reduced
Closed

Top Buys

1
+$4.2B
2
+$2.09B
3
+$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.34B
5
QCOM icon
Qualcomm
QCOM
+$1.25B

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.63%
2 Energy 9.17%
3 Technology 8.86%
4 Healthcare 8.79%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$279M 0.2%
+7,573,021
102
$277M 0.19%
+2,431,272
103
$277M 0.19%
+3,271,885
104
$276M 0.19%
+2,232,167
105
$274M 0.19%
+3,623,444
106
$273M 0.19%
+7,195,623
107
$271M 0.19%
+5,677,051
108
$271M 0.19%
+5,146,218
109
$270M 0.19%
+3,433,593
110
$268M 0.19%
+3,296,227
111
$265M 0.19%
+9,150,630
112
$263M 0.18%
+2,313,290
113
$258M 0.18%
+6,456,375
114
$257M 0.18%
+999,399
115
$256M 0.18%
+10,823,158
116
$255M 0.18%
+4,322,991
117
$254M 0.18%
+3,720,379
118
$254M 0.18%
+3,211,409
119
$252M 0.18%
+3,581,975
120
$251M 0.18%
+2,401,802
121
$248M 0.17%
+2,660,909
122
$245M 0.17%
+4,553,814
123
$240M 0.17%
+5,337,775
124
$238M 0.17%
+4,840,174
125
$238M 0.17%
+3,023,208
3 4
5
6 7