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
2076
$2.46M ﹤0.01%
+25,843
2077
$2.45M ﹤0.01%
+45,285
2078
$2.45M ﹤0.01%
+172,870
2079
$2.44M ﹤0.01%
+83,482
2080
$2.44M ﹤0.01%
+139,741
2081
$2.44M ﹤0.01%
+13,737
2082
$2.43M ﹤0.01%
+87,866
2083
$2.43M ﹤0.01%
+94,123
2084
$2.43M ﹤0.01%
+92,976
2085
$2.42M ﹤0.01%
+116,683
2086
$2.42M ﹤0.01%
+70,893
2087
$2.42M ﹤0.01%
+170,823
2088
$2.42M ﹤0.01%
+336,310
2089
$2.41M ﹤0.01%
+100,363
2090
$2.41M ﹤0.01%
+25,870
2091
$2.41M ﹤0.01%
+71,163
2092
$2.41M ﹤0.01%
+21,980
2093
$2.4M ﹤0.01%
+17,759
2094
$2.4M ﹤0.01%
+4,763
2095
$2.4M ﹤0.01%
+96,071
2096
$2.4M ﹤0.01%
+148,989
2097
$2.4M ﹤0.01%
+48,950
2098
$2.4M ﹤0.01%
+244,495
2099
$2.39M ﹤0.01%
+43,192
2100
$2.39M ﹤0.01%
+21,120
82 83
84
85 86