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
1951
$3.79M ﹤0.01%
225,890
-49,507
1952
$3.79M ﹤0.01%
108,383
-775
1953
$3.78M ﹤0.01%
145,200
+834
1954
$3.78M ﹤0.01%
28,290
+3,608
1955
$3.77M ﹤0.01%
133,609
+1,646
1956
$3.76M ﹤0.01%
163,266
+10,841
1957
$3.76M ﹤0.01%
53,415
-63,541
1958
$3.75M ﹤0.01%
96,452
+94,102
1959
$3.75M ﹤0.01%
386,123
+18,450
1960
$3.74M ﹤0.01%
69,731
-20,357
1961
$3.73M ﹤0.01%
127,362
+77,013
1962
$3.73M ﹤0.01%
208,429
-37,645
1963
$3.73M ﹤0.01%
192,861
+111,259
1964
$3.73M ﹤0.01%
40,647
-1,301
1965
$3.71M ﹤0.01%
51,883
-24,386
1966
$3.71M ﹤0.01%
205,299
+27,926
1967
$3.71M ﹤0.01%
87,164
+10,310
1968
$3.71M ﹤0.01%
154,303
+62,697
1969
$3.7M ﹤0.01%
43,603
-18,977
1970
$3.7M ﹤0.01%
124,436
+25,540
1971
$3.69M ﹤0.01%
53,870
-3,271
1972
$3.69M ﹤0.01%
88,821
-29,341
1973
$3.68M ﹤0.01%
279,585
-34,243
1974
$3.68M ﹤0.01%
78,049
+36,106
1975
$3.67M ﹤0.01%
62,718
+5,974
77 78
79
80 81