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
2301
$2.5M ﹤0.01%
163,229
-10,179
2302
$2.49M ﹤0.01%
146,327
+20,892
2303
$2.49M ﹤0.01%
67,416
-1,712
2304
$2.49M ﹤0.01%
172,452
-11,860
2305
$2.48M ﹤0.01%
72,554
-28,869
2306
$2.48M ﹤0.01%
157,538
+154,664
2307
$2.48M ﹤0.01%
66,562
+4,755
2308
$2.48M ﹤0.01%
130,291
+78,655
2309
$2.48M ﹤0.01%
137,737
+118,225
2310
$2.48M ﹤0.01%
88,184
-65,526
2311
$2.47M ﹤0.01%
29,408
+10,536
2312
$2.47M ﹤0.01%
32,025
-23,930
2313
$2.46M ﹤0.01%
48,878
-8,560
2314
$2.46M ﹤0.01%
96,757
+345
2315
$2.46M ﹤0.01%
47,621
+981
2316
$2.46M ﹤0.01%
57,066
+75
2317
$2.45M ﹤0.01%
88,096
-132,107
2318
$2.45M ﹤0.01%
50,850
-55,749
2319
$2.45M ﹤0.01%
47,870
+8,293
2320
$2.44M ﹤0.01%
233,774
+3,946
2321
$2.44M ﹤0.01%
37,905
+12,558
2322
$2.42M ﹤0.01%
156,116
-244
2323
$2.42M ﹤0.01%
98,561
+17,702
2324
$2.42M ﹤0.01%
171,650
+59,477
2325
$2.42M ﹤0.01%
62,539
-3,114
91 92
93
94 95