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
2001
$3.54M ﹤0.01%
615,017
+331,084
2002
$3.53M ﹤0.01%
318,054
-37,298
2003
$3.52M ﹤0.01%
+82,121
2004
$3.51M ﹤0.01%
174,745
+17,683
2005
$3.5M ﹤0.01%
378,912
+3,857
2006
$3.49M ﹤0.01%
526,279
-156,153
2007
$3.49M ﹤0.01%
47,311
-19,232
2008
$3.48M ﹤0.01%
69,669
+18,864
2009
$3.48M ﹤0.01%
302,203
+89,811
2010
$3.46M ﹤0.01%
38,917
+16,108
2011
$3.46M ﹤0.01%
32,365
+4,406
2012
$3.44M ﹤0.01%
63,636
+16,202
2013
$3.44M ﹤0.01%
78,704
-1,649
2014
$3.44M ﹤0.01%
68,096
+9,503
2015
$3.44M ﹤0.01%
78,765
-2,121
2016
$3.44M ﹤0.01%
111,074
+53,719
2017
$3.43M ﹤0.01%
89,598
-2,112
2018
$3.42M ﹤0.01%
34,895
+25,277
2019
$3.42M ﹤0.01%
93,228
+22,806
2020
$3.42M ﹤0.01%
142,474
+3,297
2021
$3.42M ﹤0.01%
11,984
-1,929
2022
$3.42M ﹤0.01%
71,380
-34,092
2023
$3.41M ﹤0.01%
106,744
+102,605
2024
$3.41M ﹤0.01%
14,516
+9,658
2025
$3.39M ﹤0.01%
122,907
+60,459
79 80
81
82 83