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
151
$314M 0.1%
3,085,601
-565,361
152
$314M 0.1%
4,800,483
-444,437
153
$310M 0.1%
2,189,960
+171,821
154
$305M 0.1%
1,494,792
-77,055
155
$305M 0.1%
3,733,469
+173,837
156
$302M 0.1%
1,229,070
-153,963
157
$300M 0.1%
6,722,304
+5,618,993
158
$297M 0.1%
5,699,020
-2,127,760
159
$295M 0.1%
787,805
+110,028
160
$293M 0.1%
6,488,794
-4,033,536
161
$292M 0.1%
4,939,403
-370,101
162
$287M 0.1%
1,290,873
-14,781
163
$283M 0.09%
2,846,074
-750,608
164
$278M 0.09%
12,610,352
-1,234,661
165
$277M 0.09%
1,291,038
+4,624
166
$275M 0.09%
7,163,807
-132,440
167
$275M 0.09%
3,245,442
+111,841
168
$274M 0.09%
6,743,522
-1,170,751
169
$273M 0.09%
2,673,221
-84,958
170
$270M 0.09%
1,331,198
-101,318
171
$269M 0.09%
1,173,806
-510,235
172
$268M 0.09%
10,653,692
-526,195
173
$265M 0.09%
1,955,346
-519,111
174
$264M 0.09%
1,946,314
-812,891
175
$263M 0.09%
7,769,043
-3,578,216
5 6
7
8 9