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
2451
$2.06M ﹤0.01%
70,880
-1,032
2452
$2.05M ﹤0.01%
36,533
+637
2453
$2.05M ﹤0.01%
1,139,527
+11,805
2454
$2.05M ﹤0.01%
55,260
+53
2455
$2.04M ﹤0.01%
48,298
-9,889
2456
$2.04M ﹤0.01%
240,262
-14,209
2457
$2.04M ﹤0.01%
30,504
-6,821
2458
$2.03M ﹤0.01%
252,738
+115,857
2459
$2.03M ﹤0.01%
143,800
-8,484
2460
$2.02M ﹤0.01%
114,223
-164,410
2461
$2.02M ﹤0.01%
41,701
-35,111
2462
$2.02M ﹤0.01%
32,332
+5,954
2463
$2.02M ﹤0.01%
112,958
-76,732
2464
$2.01M ﹤0.01%
110,228
+21,067
2465
$2.01M ﹤0.01%
99,144
+76,741
2466
$2.01M ﹤0.01%
263,615
-32,800
2467
$2M ﹤0.01%
38,919
-2,113
2468
$2M ﹤0.01%
156,943
-96,122
2469
$2M ﹤0.01%
88,481
-725
2470
$2M ﹤0.01%
81,625
-10,980
2471
$2M ﹤0.01%
48,200
+25,705
2472
$1.99M ﹤0.01%
41,615
-213
2473
$1.99M ﹤0.01%
70,365
-2,895
2474
$1.99M ﹤0.01%
55,627
+4,306
2475
$1.98M ﹤0.01%
21,490
-12,264
97 98
99
100 101