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
2176
$2.84M ﹤0.01%
25,309
+14,101
2177
$2.84M ﹤0.01%
43,040
+4,556
2178
$2.84M ﹤0.01%
423,825
+1,219
2179
$2.83M ﹤0.01%
50,597
-14,335
2180
$2.83M ﹤0.01%
79,787
+2,128
2181
$2.83M ﹤0.01%
92,608
+1,192
2182
$2.83M ﹤0.01%
106,679
-77,673
2183
$2.82M ﹤0.01%
832,796
+110,683
2184
$2.82M ﹤0.01%
26,798
-4,860
2185
$2.82M ﹤0.01%
162,302
-1,540
2186
$2.82M ﹤0.01%
157,317
-27,111
2187
$2.81M ﹤0.01%
449,815
+1,255
2188
$2.81M ﹤0.01%
147,791
+18,252
2189
$2.81M ﹤0.01%
178,017
-56,817
2190
$2.81M ﹤0.01%
104,706
-431
2191
$2.8M ﹤0.01%
242,507
+23,419
2192
$2.8M ﹤0.01%
185,941
+52,898
2193
$2.79M ﹤0.01%
43,732
+13,281
2194
$2.79M ﹤0.01%
207,179
-17,249
2195
$2.79M ﹤0.01%
183,091
+8,047
2196
$2.79M ﹤0.01%
168,735
+123,225
2197
$2.79M ﹤0.01%
74,211
-11,042
2198
$2.79M ﹤0.01%
149,369
+4,029
2199
$2.78M ﹤0.01%
48,622
+67
2200
$2.78M ﹤0.01%
2,427
-3,828
86 87
88
89 90