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
2426
$2.12M ﹤0.01%
137,826
+3,991
2427
$2.12M ﹤0.01%
37,861
+4,673
2428
$2.12M ﹤0.01%
587,725
-34,868
2429
$2.12M ﹤0.01%
14,423
+11,946
2430
$2.12M ﹤0.01%
66,117
-100,525
2431
$2.12M ﹤0.01%
67,359
+1,244
2432
$2.11M ﹤0.01%
112,088
+23,677
2433
$2.11M ﹤0.01%
112,951
+3,672
2434
$2.11M ﹤0.01%
32,789
+14,031
2435
$2.11M ﹤0.01%
39,334
+552
2436
$2.11M ﹤0.01%
30,339
-24,087
2437
$2.1M ﹤0.01%
48,541
+2,099
2438
$2.1M ﹤0.01%
141,778
+4,729
2439
$2.1M ﹤0.01%
159,271
+50,012
2440
$2.1M ﹤0.01%
80,613
+70,219
2441
$2.1M ﹤0.01%
92,521
+46,870
2442
$2.08M ﹤0.01%
20,450
-2,338
2443
$2.08M ﹤0.01%
1,547
+1,507
2444
$2.08M ﹤0.01%
108,895
-2,164
2445
$2.07M ﹤0.01%
69,697
+6,112
2446
$2.06M ﹤0.01%
4,842
+4,780
2447
$2.06M ﹤0.01%
62,569
-4,044
2448
$2.06M ﹤0.01%
39,182
+3,093
2449
$2.06M ﹤0.01%
118,748
-2,808
2450
$2.06M ﹤0.01%
131,750
-114,808
96 97
98
99 100