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
2151
$2.95M ﹤0.01%
34,858
-112,777
2152
$2.94M ﹤0.01%
112,193
-24,299
2153
$2.93M ﹤0.01%
30,277
+18,744
2154
$2.91M ﹤0.01%
120,142
+106,911
2155
$2.91M ﹤0.01%
165,491
+150,406
2156
$2.91M ﹤0.01%
65,783
-3,515
2157
$2.91M ﹤0.01%
224,866
+66,813
2158
$2.91M ﹤0.01%
166,149
+146,475
2159
$2.9M ﹤0.01%
212,461
+10,567
2160
$2.9M ﹤0.01%
96,585
-11,166
2161
$2.9M ﹤0.01%
216,094
-139,042
2162
$2.9M ﹤0.01%
302,525
+276,181
2163
$2.89M ﹤0.01%
91,170
-7,990
2164
$2.89M ﹤0.01%
81,690
+68,708
2165
$2.88M ﹤0.01%
107,984
-2,019
2166
$2.88M ﹤0.01%
15,499
+1,689
2167
$2.88M ﹤0.01%
41,515
+12,273
2168
$2.88M ﹤0.01%
78,501
-9,372
2169
$2.88M ﹤0.01%
250,318
+5,727
2170
$2.87M ﹤0.01%
96,658
-61,911
2171
$2.87M ﹤0.01%
58,782
-4,216
2172
$2.87M ﹤0.01%
324,352
+310,098
2173
$2.86M ﹤0.01%
153,741
+48,504
2174
$2.85M ﹤0.01%
58,614
-45,931
2175
$2.84M ﹤0.01%
44,006
-11
85 86
87
88 89