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
126
$337M 0.16%
7,779,703
+708,897
127
$337M 0.16%
3,035,805
+7,166
128
$335M 0.15%
3,964,503
+272,637
129
$333M 0.15%
4,691,026
-402,103
130
$332M 0.15%
6,259,042
+3,182,371
131
$329M 0.15%
6,685,024
-272,336
132
$317M 0.15%
8,158,333
+571,121
133
$317M 0.15%
6,013,058
+310,759
134
$301M 0.14%
3,394,125
-1,097,587
135
$300M 0.14%
5,561,777
+287,245
136
$300M 0.14%
2,597,367
+118,981
137
$299M 0.14%
5,934,858
-5,732
138
$298M 0.14%
20,751,345
+3,208,890
139
$297M 0.14%
3,298,070
-607,593
140
$290M 0.13%
5,168,555
+322,933
141
$288M 0.13%
5,955,308
-498,408
142
$288M 0.13%
1,642,919
+1,498,831
143
$280M 0.13%
3,848,101
+457,584
144
$280M 0.13%
3,379,336
+28,382
145
$268M 0.12%
3,350,509
+177,457
146
$265M 0.12%
5,115,284
-206,708
147
$262M 0.12%
4,752,266
+4,686,222
148
$255M 0.12%
9,808,902
+2,958
149
$251M 0.12%
14,418,255
+1,489,207
150
$243M 0.11%
1,086,612
+180,007
4 5
6
7 8