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
1976
$3.67M ﹤0.01%
278,325
-37,370
1977
$3.66M ﹤0.01%
178,283
-8,280
1978
$3.65M ﹤0.01%
166,834
-1,561
1979
$3.65M ﹤0.01%
42,559
+11,499
1980
$3.65M ﹤0.01%
123,455
-110,046
1981
$3.64M ﹤0.01%
117,766
+4,028
1982
$3.64M ﹤0.01%
144,009
+2,047
1983
$3.63M ﹤0.01%
138,286
+81,246
1984
$3.63M ﹤0.01%
321,868
+2,938
1985
$3.62M ﹤0.01%
252,698
-30,373
1986
$3.62M ﹤0.01%
113,416
-42,651
1987
$3.62M ﹤0.01%
191,416
-6,581
1988
$3.62M ﹤0.01%
143,846
+79,048
1989
$3.61M ﹤0.01%
100,250
-38,983
1990
$3.61M ﹤0.01%
135,736
+89,595
1991
$3.6M ﹤0.01%
33,452
+285
1992
$3.6M ﹤0.01%
74,435
-5,414
1993
$3.58M ﹤0.01%
95,467
+10,200
1994
$3.58M ﹤0.01%
144,296
+13,718
1995
$3.56M ﹤0.01%
107,945
+23,677
1996
$3.56M ﹤0.01%
422,223
-945
1997
$3.55M ﹤0.01%
176,913
+89,292
1998
$3.54M ﹤0.01%
106,758
-136,240
1999
$3.54M ﹤0.01%
232,924
-24,089
2000
$3.54M ﹤0.01%
166,244
+20,787
78 79
80
81 82