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
276
$326M 0.06%
7,731,384
-1,191,655
277
$325M 0.06%
33,472,822
+20,125,880
278
$323M 0.06%
6,550,179
+207,980
279
$318M 0.06%
5,940,233
+215,906
280
$316M 0.06%
4,135,325
+263,572
281
$315M 0.06%
1,133,774
+225,313
282
$315M 0.06%
5,267,746
+1,266,586
283
$314M 0.06%
570,371
-6,796
284
$313M 0.06%
715,280
+126,233
285
$311M 0.06%
1,670,851
-51,623
286
$309M 0.06%
3,838,600
-168,329
287
$308M 0.06%
1,717,231
-317,072
288
$305M 0.06%
827,939
-152,671
289
$305M 0.06%
7,872,055
+1,388,847
290
$305M 0.06%
2,855,025
+956,835
291
$305M 0.06%
1,536,377
+256,344
292
$303M 0.06%
5,970,522
+1,197,059
293
$302M 0.06%
5,330,462
+1,451,072
294
$301M 0.06%
2,127,425
+652,335
295
$300M 0.06%
3,581,815
-798,628
296
$299M 0.06%
975,368
+10,037
297
$299M 0.06%
2,103,140
-103,459
298
$298M 0.05%
8,712,328
+4,070,719
299
$298M 0.05%
1,447,670
-507,038
300
$297M 0.05%
1,295,998
+49,100
10 11
12
13 14