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
151
$243M 0.11%
2,919,626
+121,921
152
$241M 0.11%
1,467,739
+162,401
153
$238M 0.11%
4,583,124
+601,077
154
$237M 0.11%
1,158,589
-123,304
155
$237M 0.11%
13,707,746
-14,908,675
156
$232M 0.11%
6,722,855
+114,979
157
$231M 0.11%
2,526,544
-35,213
158
$230M 0.11%
1,631,223
+197,938
159
$225M 0.1%
909,784
-300,268
160
$223M 0.1%
4,177,331
-161,686
161
$223M 0.1%
1,914,446
+173,531
162
$219M 0.1%
3,607,345
+228,647
163
$216M 0.1%
4,037,876
+16,711
164
$216M 0.1%
2,701,874
-893,185
165
$215M 0.1%
1,724,927
+789,048
166
$215M 0.1%
3,795,192
-81,280
167
$213M 0.1%
2,758,914
-100,122
168
$212M 0.1%
2,729,678
+449,503
169
$210M 0.1%
4,492,816
+2,095,052
170
$210M 0.1%
1,845,165
-111,579
171
$209M 0.1%
1,540,534
+76,195
172
$209M 0.1%
5,173,351
+1,010,836
173
$206M 0.1%
2,430,707
+11,263
174
$200M 0.09%
842,246
-126,478
175
$200M 0.09%
16,685,205
-242,761
5 6
7
8 9