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
2376
$2.26M ﹤0.01%
84,131
+6,893
2377
$2.26M ﹤0.01%
83,903
-67,479
2378
$2.26M ﹤0.01%
40,581
+2,318
2379
$2.26M ﹤0.01%
256,679
+5,913
2380
$2.25M ﹤0.01%
47,396
-2,271
2381
$2.24M ﹤0.01%
35,272
+4,909
2382
$2.24M ﹤0.01%
72,170
+6,827
2383
$2.24M ﹤0.01%
560,239
+118,466
2384
$2.24M ﹤0.01%
159,611
+1,456
2385
$2.24M ﹤0.01%
189,451
-22,479
2386
$2.23M ﹤0.01%
426,465
+159,511
2387
$2.23M ﹤0.01%
185,736
-1,480
2388
$2.23M ﹤0.01%
5,249
+2,018
2389
$2.22M ﹤0.01%
398,805
+11,137
2390
$2.22M ﹤0.01%
50,149
+10,392
2391
$2.21M ﹤0.01%
167,703
+11,262
2392
$2.21M ﹤0.01%
119,400
+28,072
2393
$2.2M ﹤0.01%
215,531
+1,740
2394
$2.2M ﹤0.01%
86,195
+5,778
2395
$2.2M ﹤0.01%
33,974
-7,446
2396
$2.2M ﹤0.01%
82,655
-52,378
2397
$2.19M ﹤0.01%
14,362
+6,774
2398
$2.19M ﹤0.01%
34,570
+1,195
2399
$2.18M ﹤0.01%
305,444
-71,201
2400
$2.18M ﹤0.01%
55,409
+26,345
94 95
96
97 98