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
1451
$7.29M ﹤0.01%
68,989
-683
1452
$7.29M ﹤0.01%
127,930
-77,332
1453
$7.27M ﹤0.01%
232,488
-26,522
1454
$7.24M ﹤0.01%
320,304
+10,165
1455
$7.22M ﹤0.01%
171,544
-23,599
1456
$7.2M ﹤0.01%
4,047
+1,847
1457
$7.18M ﹤0.01%
240,236
+1,779
1458
$7.16M ﹤0.01%
58,372
+18,823
1459
$7.16M ﹤0.01%
207,668
+14,575
1460
$7.16M ﹤0.01%
144,981
+21,067
1461
$7.15M ﹤0.01%
117,876
+19,766
1462
$7.15M ﹤0.01%
190,670
+28,308
1463
$7.13M ﹤0.01%
130,475
+110,287
1464
$7.13M ﹤0.01%
493,688
-712,241
1465
$7.11M ﹤0.01%
496,543
+87,179
1466
$7.1M ﹤0.01%
93,343
+44,308
1467
$7.07M ﹤0.01%
154,046
-103,597
1468
$7.06M ﹤0.01%
59,933
+1,668
1469
$7.06M ﹤0.01%
60,862
+32,368
1470
$7.05M ﹤0.01%
192,232
-178,951
1471
$7.05M ﹤0.01%
43,665
-2,603
1472
$7.03M ﹤0.01%
122,230
+20,210
1473
$7.03M ﹤0.01%
212,011
+23,380
1474
$7.02M ﹤0.01%
142,729
-8,922
1475
$7.01M ﹤0.01%
221,411
-9,965
57 58
59
60 61