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
$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 9.09%
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
126
$377M 0.13%
11,596,125
-1,795,361
127
$376M 0.12%
5,955,287
-744,320
128
$373M 0.12%
4,668,101
-121,679
129
$368M 0.12%
10,879,650
-647,295
130
$367M 0.12%
6,044,515
+297,774
131
$365M 0.12%
6,237,226
-3,230,112
132
$365M 0.12%
4,305,092
-434,760
133
$365M 0.12%
6,667,933
-276,140
134
$363M 0.12%
6,227,888
+480,155
135
$362M 0.12%
3,119,312
+24,111
136
$361M 0.12%
2,701,687
+906,268
137
$359M 0.12%
4,820,017
+135,178
138
$359M 0.12%
5,798,905
-942,355
139
$359M 0.12%
4,363,423
+504,196
140
$357M 0.12%
2,538,824
-243,450
141
$353M 0.12%
741,393
-63,916
142
$348M 0.12%
5,845,030
+949,910
143
$341M 0.11%
1,842,208
-110,452
144
$337M 0.11%
20,247,242
+95,577
145
$334M 0.11%
2,221,645
-17,046
146
$331M 0.11%
4,007,369
-75,147
147
$327M 0.11%
3,687,927
-295,394
148
$323M 0.11%
8,498,599
+284,527
149
$320M 0.11%
1,411,045
-32,385
150
$319M 0.11%
3,915,470
+314,846
4 5
6
7 8