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
2226
$2.68M ﹤0.01%
50,023
+17,703
2227
$2.68M ﹤0.01%
58,161
+51,561
2228
$2.68M ﹤0.01%
91,704
-35,145
2229
$2.67M ﹤0.01%
33,335
-2,643
2230
$2.67M ﹤0.01%
114,272
+109,272
2231
$2.66M ﹤0.01%
96,997
+1,974
2232
$2.66M ﹤0.01%
56,860
-4,175
2233
$2.66M ﹤0.01%
280,387
+2,220
2234
$2.66M ﹤0.01%
69,837
+4,581
2235
$2.65M ﹤0.01%
392,725
-27,212
2236
$2.65M ﹤0.01%
40,558
-787
2237
$2.65M ﹤0.01%
78,819
-111,185
2238
$2.65M ﹤0.01%
108,898
+11,472
2239
$2.65M ﹤0.01%
161,369
-8,022
2240
$2.65M ﹤0.01%
78,488
-22,256
2241
$2.65M ﹤0.01%
81,777
-82,573
2242
$2.65M ﹤0.01%
66,374
-105,571
2243
$2.65M ﹤0.01%
194,152
+82,777
2244
$2.65M ﹤0.01%
211,120
+207,761
2245
$2.64M ﹤0.01%
18,761
+4,482
2246
$2.63M ﹤0.01%
170,954
+11,490
2247
$2.63M ﹤0.01%
63,316
+7,131
2248
$2.63M ﹤0.01%
282,060
-56,685
2249
$2.62M ﹤0.01%
135,791
+31,944
2250
$2.62M ﹤0.01%
78,510
+9,227
88 89
90
91 92