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
2201
$2.12M ﹤0.01%
+81,473
2202
$2.12M ﹤0.01%
+456,279
2203
$2.12M ﹤0.01%
+82,596
2204
$2.11M ﹤0.01%
+82,464
2205
$2.1M ﹤0.01%
+90,000
2206
$2.1M ﹤0.01%
+92,819
2207
$2.09M ﹤0.01%
+102,371
2208
$2.08M ﹤0.01%
+153,062
2209
$2.08M ﹤0.01%
+108,225
2210
$2.08M ﹤0.01%
+73,299
2211
$2.08M ﹤0.01%
+329,034
2212
$2.07M ﹤0.01%
+64,399
2213
$2.07M ﹤0.01%
+183,333
2214
$2.06M ﹤0.01%
+118,797
2215
$2.06M ﹤0.01%
+43,902
2216
$2.05M ﹤0.01%
+37,910
2217
$2.05M ﹤0.01%
+23,950
2218
$2.05M ﹤0.01%
+86,897
2219
$2.05M ﹤0.01%
+42,780
2220
$2.04M ﹤0.01%
+58,200
2221
$2.04M ﹤0.01%
+38,973
2222
$2.04M ﹤0.01%
+93,537
2223
$2.03M ﹤0.01%
+30,007
2224
$2.03M ﹤0.01%
+208,783
2225
$2.03M ﹤0.01%
+90,086
87 88
89
90 91