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
2326
$2.41M ﹤0.01%
90,274
+6,338
2327
$2.4M ﹤0.01%
391,040
+73,320
2328
$2.4M ﹤0.01%
50,333
-3,388
2329
$2.4M ﹤0.01%
137,912
+50,181
2330
$2.4M ﹤0.01%
20,952
-2,648
2331
$2.4M ﹤0.01%
559,894
-6,524
2332
$2.4M ﹤0.01%
86,127
-582,327
2333
$2.4M ﹤0.01%
19,136
+1,531
2334
$2.39M ﹤0.01%
44,660
+4,403
2335
$2.38M ﹤0.01%
84,110
-5,014
2336
$2.38M ﹤0.01%
57,574
+4,713
2337
$2.38M ﹤0.01%
83,224
+40,852
2338
$2.37M ﹤0.01%
110,409
+73,029
2339
$2.37M ﹤0.01%
41,355
+26,581
2340
$2.37M ﹤0.01%
113,995
+2,547
2341
$2.37M ﹤0.01%
60,462
+12,830
2342
$2.37M ﹤0.01%
48,352
-2,956
2343
$2.36M ﹤0.01%
78,233
+10,530
2344
$2.36M ﹤0.01%
13,781
-3,301
2345
$2.36M ﹤0.01%
75,901
-22,789
2346
$2.36M ﹤0.01%
176,659
+2,660
2347
$2.36M ﹤0.01%
26,837
-2,502
2348
$2.36M ﹤0.01%
92,383
+31,352
2349
$2.35M ﹤0.01%
33,457
+395
2350
$2.35M ﹤0.01%
499,057
+272,850
92 93
94
95 96