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
$118B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,875
New
Increased
Reduced
Closed

Top Buys

1
+$4.2B
2
+$2.09B
3
+$1.68B
4
MSFT icon
Microsoft
MSFT
+$1.34B
5
QCOM icon
Qualcomm
QCOM
+$1.25B

Top Sells

No sells this quarter

Sector Composition

1 Financials 10.63%
2 Energy 9.17%
3 Technology 8.86%
4 Healthcare 8.79%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2.76M ﹤0.01%
+69,914
2002
$2.75M ﹤0.01%
+213,433
2003
$2.72M ﹤0.01%
+78,772
2004
$2.71M ﹤0.01%
+77,097
2005
$2.71M ﹤0.01%
+70,966
2006
$2.71M ﹤0.01%
+71,959
2007
$2.71M ﹤0.01%
+70,847
2008
$2.71M ﹤0.01%
+37,752
2009
$2.7M ﹤0.01%
+1,189,027
2010
$2.69M ﹤0.01%
+35,253
2011
$2.69M ﹤0.01%
+33,356
2012
$2.69M ﹤0.01%
+141,070
2013
$2.68M ﹤0.01%
+76,681
2014
$2.68M ﹤0.01%
+50,517
2015
$2.68M ﹤0.01%
+186,695
2016
$2.67M ﹤0.01%
+35,179
2017
$2.67M ﹤0.01%
+585,343
2018
$2.67M ﹤0.01%
+195,269
2019
$2.66M ﹤0.01%
+45,287
2020
$2.66M ﹤0.01%
+44,481
2021
$2.65M ﹤0.01%
+156,485
2022
$2.65M ﹤0.01%
+74,693
2023
$2.65M ﹤0.01%
+77,066
2024
$2.64M ﹤0.01%
+23,855
2025
$2.64M ﹤0.01%
+61,410
79 80
81
82 83