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
1901
$4.01M ﹤0.01%
178,470
+79,975
1902
$4.01M ﹤0.01%
259,317
-14,885
1903
$4M ﹤0.01%
160,844
-9,062
1904
$4M ﹤0.01%
261,335
+2,972
1905
$4M ﹤0.01%
17,832
+1,317
1906
$4M ﹤0.01%
98,152
+39,264
1907
$4M ﹤0.01%
379,366
+64,950
1908
$4M ﹤0.01%
40,092
-432
1909
$3.98M ﹤0.01%
333,489
-92,681
1910
$3.98M ﹤0.01%
181,048
+152,895
1911
$3.96M ﹤0.01%
172,226
+99,900
1912
$3.96M ﹤0.01%
20,879
+4,140
1913
$3.95M ﹤0.01%
168,110
+52,110
1914
$3.95M ﹤0.01%
248,952
+89,336
1915
$3.94M ﹤0.01%
96,021
+26,694
1916
$3.94M ﹤0.01%
89,268
+6,825
1917
$3.94M ﹤0.01%
40,885
-15,212
1918
$3.93M ﹤0.01%
216,919
-233,092
1919
$3.92M ﹤0.01%
72,877
-1,290
1920
$3.92M ﹤0.01%
165,791
+28,835
1921
$3.92M ﹤0.01%
70,204
+29,814
1922
$3.91M ﹤0.01%
6,562
-2,745
1923
$3.9M ﹤0.01%
156,099
-173,640
1924
$3.9M ﹤0.01%
71,126
-3,218
1925
$3.9M ﹤0.01%
65,696
-1,352
75 76
77
78 79