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
1601
$7.99M ﹤0.01%
429,947
+58,127
1602
$7.96M ﹤0.01%
295,625
+146,521
1603
$7.95M ﹤0.01%
406,443
-18,065
1604
$7.94M ﹤0.01%
323,577
+10,467
1605
$7.94M ﹤0.01%
82,722
+24,297
1606
$7.93M ﹤0.01%
173,716
-61,686
1607
$7.92M ﹤0.01%
252,366
-19,507
1608
$7.92M ﹤0.01%
573,876
+132,438
1609
$7.91M ﹤0.01%
182,343
-141,314
1610
$7.9M ﹤0.01%
294,398
-74,324
1611
$7.89M ﹤0.01%
139,017
+85,148
1612
$7.87M ﹤0.01%
280,855
+1,666
1613
$7.87M ﹤0.01%
658,470
-183,084
1614
$7.85M ﹤0.01%
143,093
-94,263
1615
$7.82M ﹤0.01%
63,654
-367
1616
$7.82M ﹤0.01%
496,560
+2,951
1617
$7.82M ﹤0.01%
325,545
+96,191
1618
$7.81M ﹤0.01%
141,718
-8,856
1619
$7.79M ﹤0.01%
259,472
+2,975
1620
$7.78M ﹤0.01%
484,051
+12,282
1621
$7.78M ﹤0.01%
59,912
+15,905
1622
$7.78M ﹤0.01%
434,710
+423,637
1623
$7.78M ﹤0.01%
79,260
+5,733
1624
$7.74M ﹤0.01%
206,671
+3,076
1625
$7.71M ﹤0.01%
224,120
+19,193
63 64
65
66 67