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
2451
$2.86M ﹤0.01%
65,598
+25,117
2452
$2.85M ﹤0.01%
49,452
+16,162
2453
$2.85M ﹤0.01%
44,929
+5,526
2454
$2.85M ﹤0.01%
73,187
+14,011
2455
$2.84M ﹤0.01%
74,181
+22,520
2456
$2.84M ﹤0.01%
68,665
-3,131
2457
$2.84M ﹤0.01%
5,343
+5,038
2458
$2.84M ﹤0.01%
121,130
-87,736
2459
$2.83M ﹤0.01%
31,642
+1,383
2460
$2.83M ﹤0.01%
41,560
-1,555
2461
$2.81M ﹤0.01%
69,960
-23,289
2462
$2.81M ﹤0.01%
59,118
+3,694
2463
$2.81M ﹤0.01%
135,250
+60,059
2464
$2.8M ﹤0.01%
46,405
+17,494
2465
$2.79M ﹤0.01%
87,606
+15,344
2466
$2.79M ﹤0.01%
24,071
-4,796
2467
$2.78M ﹤0.01%
70,277
+28,144
2468
$2.78M ﹤0.01%
56,155
+12,194
2469
$2.77M ﹤0.01%
24,083
-13,984
2470
$2.77M ﹤0.01%
269,291
-2,433
2471
$2.77M ﹤0.01%
42,504
-3,029
2472
$2.77M ﹤0.01%
11,837
-1,254
2473
$2.76M ﹤0.01%
122,315
+53,389
2474
$2.76M ﹤0.01%
242,350
-62,410
2475
$2.75M ﹤0.01%
44,002
-5,838
97 98
99
100 101