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
2401
$2.18M ﹤0.01%
97,004
+86,536
2402
$2.18M ﹤0.01%
85,307
-6,511
2403
$2.18M ﹤0.01%
39,936
+3,390
2404
$2.18M ﹤0.01%
388,485
-658,485
2405
$2.18M ﹤0.01%
34,077
+820
2406
$2.17M ﹤0.01%
33,539
+5,256
2407
$2.17M ﹤0.01%
407,707
+90,564
2408
$2.17M ﹤0.01%
24,297
-1,343
2409
$2.17M ﹤0.01%
18,478
-1,862
2410
$2.16M ﹤0.01%
26,936
-17,958
2411
$2.16M ﹤0.01%
181,430
+13,418
2412
$2.16M ﹤0.01%
204,058
-134,031
2413
$2.15M ﹤0.01%
27,934
-2,317
2414
$2.15M ﹤0.01%
58,271
-5,234
2415
$2.15M ﹤0.01%
221,053
+5,410
2416
$2.15M ﹤0.01%
222,482
-98,654
2417
$2.15M ﹤0.01%
48,063
-119,004
2418
$2.14M ﹤0.01%
85,567
+9,828
2419
$2.14M ﹤0.01%
115,308
-11,439
2420
$2.14M ﹤0.01%
+51,451
2421
$2.14M ﹤0.01%
20,277
+836
2422
$2.13M ﹤0.01%
67,335
-18,501
2423
$2.13M ﹤0.01%
25,528
-6,052
2424
$2.13M ﹤0.01%
108,942
+68,744
2425
$2.13M ﹤0.01%
107,588
+45,761
95 96
97
98 99