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
$452B
AUM Growth
+$5.56B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9,610
New
Increased
Reduced
Closed

Top Buys

1
+$1.56B
2
+$585M
3
+$582M
4
HPE icon
Hewlett Packard
HPE
+$514M
5
LUV icon
Southwest Airlines
LUV
+$510M

Top Sells

1
+$660M
2
+$549M
3
+$513M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$480M
5
BA icon
Boeing
BA
+$458M

Sector Composition

1 Technology 19.9%
2 Financials 12.02%
3 Healthcare 8.46%
4 Consumer Discretionary 8.12%
5 Industrials 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$407M 0.07%
935,406
-170,434
227
$406M 0.07%
2,540,513
+1,034,143
228
$399M 0.07%
1,572,744
+685,184
229
$398M 0.07%
3,083,726
+64,644
230
$397M 0.07%
1,149,467
+1,319
231
$393M 0.07%
7,170,780
-395,644
232
$389M 0.07%
10,024,768
+2,632,834
233
$388M 0.07%
618,423
+46,926
234
$386M 0.07%
3,532,346
+82,204
235
$385M 0.07%
580,942
+58,660
236
$383M 0.07%
1,544,022
-310,749
237
$383M 0.07%
1,108,168
+94,993
238
$380M 0.07%
6,259,442
+588,776
239
$376M 0.07%
4,739,479
+3,234,275
240
$373M 0.07%
12,039,481
+1,342,502
241
$371M 0.07%
10,632,659
+4,712,926
242
$371M 0.07%
2,110,192
+617,428
243
$365M 0.07%
3,506,479
+1,409,816
244
$365M 0.07%
1,154,160
+486,042
245
$365M 0.07%
2,811,246
+861,893
246
$364M 0.07%
3,076,050
-1,948,759
247
$363M 0.07%
3,808,839
+150,546
248
$363M 0.07%
29,152,186
-882,172
249
$360M 0.07%
4,747,496
+1,082,115
250
$360M 0.07%
2,391,785
+2,056,123
8 9
10
11 12