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
$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
126
$237M 0.17%
+12,910,178
127
$237M 0.17%
+5,681,536
128
$236M 0.16%
+2,913,359
129
$235M 0.16%
+8,457,088
130
$233M 0.16%
+12,654,429
131
$228M 0.16%
+1,955,087
132
$227M 0.16%
+8,700,985
133
$227M 0.16%
+4,720,972
134
$222M 0.16%
+9,266,108
135
$222M 0.16%
+2,631,373
136
$222M 0.16%
+7,750,881
137
$221M 0.15%
+2,898,579
138
$216M 0.15%
+4,814,271
139
$212M 0.15%
+5,129,609
140
$210M 0.15%
+986,090
141
$208M 0.15%
+6,063,532
142
$207M 0.14%
+4,384,718
143
$203M 0.14%
+13,050,060
144
$202M 0.14%
+2,538,501
145
$200M 0.14%
+964,783
146
$199M 0.14%
+3,550,609
147
$196M 0.14%
+6,582,195
148
$195M 0.14%
+2,080,732
149
$194M 0.14%
+16,090,857
150
$193M 0.13%
+2,310,339
4 5
6
7 8