UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
1
$8.05B 3.73%
32,056,096
+1,713,642
2
$2.39B 1.1%
139,181,749
-2,519,072
3
$2.26B 1.05%
58,783,528
-3,453,224
4
$2.14B 0.99%
28,691,874
+2,397,446
5
$2.09B 0.97%
30,525,122
+36,796
6
$1.65B 0.76%
25,650,140
+3,762,312
7
$1.55B 0.72%
28,655,037
+1,399,857
8
$1.51B 0.7%
9,230,317
+764,203
9
$1.45B 0.67%
11,188,043
+927,150
10
$1.42B 0.65%
37,178,386
+2,746,546
11
$1.39B 0.64%
28,622,620
+3,874,340
12
$1.36B 0.63%
7,977,900
+490,244
13
$1.24B 0.58%
12,459,687
+951,064
14
$1.24B 0.57%
12,998,096
+296,939
15
$1.16B 0.54%
28,514,510
+7,713,002
16
$1.15B 0.53%
8,699,013
+473,375
17
$1.14B 0.53%
9,693,277
+1,441,138
18
$1.11B 0.51%
14,894,235
+1,540,235
19
$1.09B 0.51%
7,367,882
+1,684,455
20
$1.08B 0.5%
42,629,260
+13,484,905
21
$1.03B 0.48%
14,108,953
+172,300
22
$991M 0.46%
12,737,331
+992,008
23
$989M 0.46%
6,727,095
+1,051,628
24
$974M 0.45%
22,443,100
+1,203,858
25
$956M 0.44%
6,573,438
-1,745,504
1
2 3 4 5