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
2176
$2.18M ﹤0.01%
+41,580
2177
$2.18M ﹤0.01%
+132,366
2178
$2.18M ﹤0.01%
+98,787
2179
$2.18M ﹤0.01%
+83,831
2180
$2.18M ﹤0.01%
+452,997
2181
$2.18M ﹤0.01%
+64,959
2182
$2.17M ﹤0.01%
+44,112
2183
$2.17M ﹤0.01%
+129,406
2184
$2.17M ﹤0.01%
+261,335
2185
$2.17M ﹤0.01%
+94,977
2186
$2.16M ﹤0.01%
+62,721
2187
$2.16M ﹤0.01%
+93,795
2188
$2.16M ﹤0.01%
+121,341
2189
$2.14M ﹤0.01%
+111,450
2190
$2.14M ﹤0.01%
+40,468
2191
$2.14M ﹤0.01%
+76,856
2192
$2.14M ﹤0.01%
+51,362
2193
$2.13M ﹤0.01%
+39,491
2194
$2.13M ﹤0.01%
+43,639
2195
$2.13M ﹤0.01%
+38,188
2196
$2.13M ﹤0.01%
+84,044
2197
$2.12M ﹤0.01%
+117,792
2198
$2.12M ﹤0.01%
+123,846
2199
$2.12M ﹤0.01%
+85,746
2200
$2.12M ﹤0.01%
+337,594
86 87
88
89 90