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
1926
$3.9M ﹤0.01%
47,237
+26,842
1927
$3.9M ﹤0.01%
278,251
+42,616
1928
$3.89M ﹤0.01%
96,116
+44,923
1929
$3.89M ﹤0.01%
204,897
+6,801
1930
$3.89M ﹤0.01%
331,833
+21,081
1931
$3.89M ﹤0.01%
50,277
+9,047
1932
$3.88M ﹤0.01%
115,970
-5,879
1933
$3.88M ﹤0.01%
143,814
+141,016
1934
$3.88M ﹤0.01%
352,092
+103,340
1935
$3.87M ﹤0.01%
184,631
+4,514
1936
$3.87M ﹤0.01%
166,385
+19,767
1937
$3.86M ﹤0.01%
166,013
-5,756
1938
$3.85M ﹤0.01%
243,264
+45,285
1939
$3.85M ﹤0.01%
185,251
-205,601
1940
$3.84M ﹤0.01%
117,339
+23,490
1941
$3.83M ﹤0.01%
103,170
+18,274
1942
$3.83M ﹤0.01%
213,104
-8,926
1943
$3.83M ﹤0.01%
256,784
-81,194
1944
$3.83M ﹤0.01%
86,701
+22,126
1945
$3.82M ﹤0.01%
107,363
-31,347
1946
$3.81M ﹤0.01%
258,434
+160,449
1947
$3.8M ﹤0.01%
33,469
+172
1948
$3.8M ﹤0.01%
67,271
+7,946
1949
$3.8M ﹤0.01%
50,109
+26,676
1950
$3.79M ﹤0.01%
148,650
+112,230
76 77
78
79 80