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
$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 9.1%
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
101
$461M 0.15%
6,973,197
-461,024
102
$458M 0.15%
6,200,412
+117,675
103
$458M 0.15%
1,969,329
-209,875
104
$454M 0.15%
3,888,759
-1,587,718
105
$453M 0.15%
2,693,759
+46,763
106
$449M 0.15%
3,525,014
+243,012
107
$449M 0.15%
6,487,691
-1,032,779
108
$447M 0.15%
1,368,217
+311,361
109
$443M 0.15%
1,342,088
+27,037
110
$443M 0.15%
1,522,312
+64,404
111
$438M 0.15%
3,600,385
-123,406
112
$438M 0.15%
2,774,361
-73,512
113
$436M 0.14%
2,201,987
+97,318
114
$430M 0.14%
5,031,466
-491,485
115
$428M 0.14%
3,030,936
+145,179
116
$427M 0.14%
13,136,767
+1,229,868
117
$423M 0.14%
5,820,198
+538,841
118
$418M 0.14%
1,323,991
-116,700
119
$409M 0.14%
5,827,400
-442,191
120
$394M 0.13%
2,402,156
-167,833
121
$390M 0.13%
24,343,320
+1,092,636
122
$387M 0.13%
4,985,225
-573,370
123
$380M 0.13%
1,638,180
-895,885
124
$378M 0.13%
1,652,177
-16,833
125
$378M 0.13%
7,444,653
+678,428
3 4
5
6 7