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
2351
$2.35M ﹤0.01%
40,543
+2,041
2352
$2.35M ﹤0.01%
77,916
-6,870
2353
$2.34M ﹤0.01%
47,698
+28,421
2354
$2.33M ﹤0.01%
33,435
+10,594
2355
$2.33M ﹤0.01%
44,467
+1,351
2356
$2.33M ﹤0.01%
299,306
-53,206
2357
$2.32M ﹤0.01%
82,653
+54,559
2358
$2.32M ﹤0.01%
57,675
+9,821
2359
$2.31M ﹤0.01%
40,394
+1,982
2360
$2.31M ﹤0.01%
129,105
+114,667
2361
$2.31M ﹤0.01%
75,180
-56,872
2362
$2.31M ﹤0.01%
32,754
-120,547
2363
$2.3M ﹤0.01%
91,030
+67,257
2364
$2.3M ﹤0.01%
54,620
+17,708
2365
$2.29M ﹤0.01%
86,067
+7,557
2366
$2.29M ﹤0.01%
101,151
-15,720
2367
$2.29M ﹤0.01%
24,298
+3,013
2368
$2.28M ﹤0.01%
76,315
+9,047
2369
$2.28M ﹤0.01%
72,525
+6,111
2370
$2.28M ﹤0.01%
73,284
-4,795
2371
$2.27M ﹤0.01%
58,829
-10,703
2372
$2.27M ﹤0.01%
43,961
-10,141
2373
$2.27M ﹤0.01%
252,612
+32,241
2374
$2.27M ﹤0.01%
479,258
-40,514
2375
$2.26M ﹤0.01%
69,425
+21,754
93 94
95
96 97