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
$224B
AUM Growth
+$8.51B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,704
New
Increased
Reduced
Closed

Top Buys

1
+$2.55B
2
+$459M
3
+$316M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$293M
5
GSK icon
GSK
GSK
+$251M

Top Sells

1
+$991M
2
+$408M
3
+$315M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$296M
5
INTC icon
Intel
INTC
+$283M

Sector Composition

1 Technology 14.92%
2 Consumer Discretionary 9.09%
3 Financials 8.49%
4 Healthcare 7.86%
5 Industrials 6.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2426
$2.92M ﹤0.01%
143,380
+133,596
2427
$2.92M ﹤0.01%
50,649
+27,427
2428
$2.91M ﹤0.01%
276,024
+52,089
2429
$2.91M ﹤0.01%
217,257
+50,409
2430
$2.9M ﹤0.01%
47,364
+144
2431
$2.9M ﹤0.01%
65,256
-39,477
2432
$2.9M ﹤0.01%
196,135
+183,689
2433
$2.9M ﹤0.01%
38,169
-48,342
2434
$2.89M ﹤0.01%
58,104
+32,070
2435
$2.89M ﹤0.01%
86,880
+3,996
2436
$2.89M ﹤0.01%
107,169
-124,201
2437
$2.89M ﹤0.01%
46,342
+4,371
2438
$2.89M ﹤0.01%
93,655
-14,143
2439
$2.89M ﹤0.01%
132,887
-20,443
2440
$2.88M ﹤0.01%
299,273
+289,412
2441
$2.88M ﹤0.01%
37,387
+23,258
2442
$2.88M ﹤0.01%
368,708
+267,049
2443
$2.88M ﹤0.01%
37,917
+1,192
2444
$2.87M ﹤0.01%
57,140
+9,963
2445
$2.87M ﹤0.01%
113,441
+70,401
2446
$2.87M ﹤0.01%
140,701
-186,733
2447
$2.86M ﹤0.01%
119,276
-38,511
2448
$2.86M ﹤0.01%
32,234
-6,164
2449
$2.86M ﹤0.01%
134,263
+37,433
2450
$2.86M ﹤0.01%
56,759
+3,731
96 97
98
99 100