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
$224B
AUM Growth
+$8.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,704
New
Increased
Reduced
Closed

Top Buys

1
+$2.55B
2
+$459M
3
+$316M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$293M
5
GSK icon
GSK
GSK
+$251M

Top Sells

1
+$991M
2
+$408M
3
+$315M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$296M
5
INTC icon
Intel
INTC
+$283M

Sector Composition

1 Technology 14.92%
2 Consumer Discretionary 9.09%
3 Financials 8.49%
4 Healthcare 7.86%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$224M 0.07%
1,900,267
+4,437
202
$224M 0.07%
1,603,552
+1,376,707
203
$221M 0.07%
10,983,433
+947,516
204
$220M 0.07%
802,585
+20,447
205
$219M 0.07%
8,205,441
+7,726,901
206
$219M 0.07%
28,463,390
+944,209
207
$218M 0.07%
5,016,285
+3,857,197
208
$215M 0.07%
2,568,614
+271,440
209
$214M 0.07%
3,314,747
-199,739
210
$213M 0.07%
144,989
+39,687
211
$211M 0.07%
1,130,088
-267,360
212
$210M 0.07%
1,931,819
-91,912
213
$206M 0.07%
411,105
-103,700
214
$205M 0.07%
1,818,957
-400,352
215
$205M 0.07%
2,107,723
+163,889
216
$205M 0.07%
832,311
+105,144
217
$203M 0.07%
1,263,233
-40,792
218
$203M 0.07%
1,801,547
+691,831
219
$199M 0.07%
742,807
-25,197
220
$199M 0.07%
11,971,267
+341,469
221
$196M 0.07%
974,457
+596,795
222
$194M 0.06%
1,904,233
+37,515
223
$193M 0.06%
5,784,305
+1,492,383
224
$193M 0.06%
4,007,652
-55,339
225
$192M 0.06%
+1,602,252
7 8
9
10 11