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
201
$162M 0.07%
10,288,848
+410,852
202
$160M 0.07%
87,478
+35,257
203
$159M 0.07%
2,541,915
+285,768
204
$159M 0.07%
1,304,710
-93,832
205
$159M 0.07%
2,784,788
-210,790
206
$158M 0.07%
4,330,873
+2,067,686
207
$158M 0.07%
3,268,003
+755,512
208
$157M 0.07%
4,486,777
-904,027
209
$156M 0.07%
1,667,629
-15,946
210
$156M 0.07%
4,638,954
+393,564
211
$152M 0.07%
1,244,278
+20,307
212
$149M 0.07%
1,245,163
+109,225
213
$147M 0.07%
2,934,242
+160,116
214
$146M 0.07%
7,599,872
+73,736
215
$145M 0.07%
2,557,548
+7,550
216
$143M 0.07%
4,216,410
+2,226,696
217
$142M 0.07%
2,739,334
+172,446
218
$141M 0.07%
545,705
+516,096
219
$141M 0.07%
1,176,708
-5,590,646
220
$139M 0.06%
2,614,253
+2,008,012
221
$139M 0.06%
4,669,160
+116,329
222
$137M 0.06%
1,584,688
-105,143
223
$137M 0.06%
1,592,512
+6,411
224
$135M 0.06%
2,323,729
+48,748
225
$135M 0.06%
3,992,451
+386,551
7 8
9
10 11