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
1426
$7.61M ﹤0.01%
168,337
-61,230
1427
$7.61M ﹤0.01%
235,707
-22,790
1428
$7.58M ﹤0.01%
237,868
-50,446
1429
$7.57M ﹤0.01%
66,503
-25,524
1430
$7.57M ﹤0.01%
324,298
+28,020
1431
$7.57M ﹤0.01%
164,531
-1,037
1432
$7.55M ﹤0.01%
60,975
+952
1433
$7.54M ﹤0.01%
153,770
+24,469
1434
$7.54M ﹤0.01%
674,082
+83,713
1435
$7.52M ﹤0.01%
134,156
+114,780
1436
$7.51M ﹤0.01%
79,556
+22,425
1437
$7.5M ﹤0.01%
571,100
+75,955
1438
$7.48M ﹤0.01%
165,460
-140,917
1439
$7.47M ﹤0.01%
126,688
+79,284
1440
$7.46M ﹤0.01%
72,629
-5,610
1441
$7.46M ﹤0.01%
799,974
+32,536
1442
$7.45M ﹤0.01%
118,716
+34,120
1443
$7.44M ﹤0.01%
18,439
-644
1444
$7.43M ﹤0.01%
190,808
-1,175
1445
$7.43M ﹤0.01%
109,640
+82,540
1446
$7.41M ﹤0.01%
291,982
+127,109
1447
$7.4M ﹤0.01%
155,976
+24,821
1448
$7.39M ﹤0.01%
29,081
+2,332
1449
$7.35M ﹤0.01%
307,582
+305,756
1450
$7.33M ﹤0.01%
411,491
+12,809
56 57
58
59 60