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
251
$358M 0.07%
671,791
-7,706
252
$358M 0.07%
4,539,850
-433,163
253
$358M 0.07%
737,418
-125,618
254
$356M 0.07%
3,703,067
-228,012
255
$354M 0.07%
1,935,403
+178,900
256
$351M 0.06%
2,429,537
+569,575
257
$348M 0.06%
5,339,697
+1,163,854
258
$348M 0.06%
2,960,596
+225,399
259
$345M 0.06%
3,575,790
+40,766
260
$345M 0.06%
6,247,232
-1,858,908
261
$343M 0.06%
6,718,939
-238,266
262
$342M 0.06%
2,867,944
+2,138,030
263
$341M 0.06%
5,414,898
-383,686
264
$339M 0.06%
1,031,227
+71,839
265
$337M 0.06%
4,129,008
+1,273,110
266
$337M 0.06%
3,627,834
+192,649
267
$336M 0.06%
1,270,552
-5,351
268
$334M 0.06%
3,005,194
-37,219
269
$333M 0.06%
1,753,809
-106,969
270
$333M 0.06%
6,618,445
+824,855
271
$333M 0.06%
3,556,459
-309,597
272
$332M 0.06%
789,793
-265,368
273
$331M 0.06%
86,763
+7,043
274
$331M 0.06%
1,579,836
+451,795
275
$327M 0.06%
6,406,878
-221,018
9 10
11
12 13