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
2201
$2.77M ﹤0.01%
406,737
+264,804
2202
$2.76M ﹤0.01%
52,591
-2,426
2203
$2.76M ﹤0.01%
96,931
+11,584
2204
$2.76M ﹤0.01%
200,808
-86,236
2205
$2.74M ﹤0.01%
123,001
-50,774
2206
$2.74M ﹤0.01%
53,572
+6,856
2207
$2.74M ﹤0.01%
42,461
+2,035
2208
$2.74M ﹤0.01%
308,037
+114,608
2209
$2.74M ﹤0.01%
102,191
+6,113
2210
$2.73M ﹤0.01%
170,860
+38,638
2211
$2.73M ﹤0.01%
57,798
-15,736
2212
$2.73M ﹤0.01%
45,220
-2,823
2213
$2.73M ﹤0.01%
122,589
+598
2214
$2.73M ﹤0.01%
75,320
+13,656
2215
$2.73M ﹤0.01%
232,807
+56,385
2216
$2.72M ﹤0.01%
25,767
-93
2217
$2.71M ﹤0.01%
117,632
+2,539
2218
$2.7M ﹤0.01%
110,353
-20,600
2219
$2.69M ﹤0.01%
48,913
+12,103
2220
$2.69M ﹤0.01%
257,248
+14,074
2221
$2.69M ﹤0.01%
31,943
+88
2222
$2.69M ﹤0.01%
143,467
+45,681
2223
$2.69M ﹤0.01%
89,954
+37,356
2224
$2.69M ﹤0.01%
99,199
+29,772
2225
$2.69M ﹤0.01%
87,318
+73,848
87 88
89
90 91