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
301
$297M 0.05%
3,471,669
+735,882
302
$294M 0.05%
1,418,028
-13,769
303
$293M 0.05%
9,621,122
-1,672,396
304
$292M 0.05%
3,566,776
+48,832
305
$288M 0.05%
4,665,973
-93,965
306
$286M 0.05%
74,955,469
+30,794,664
307
$285M 0.05%
909,154
+151,355
308
$284M 0.05%
25,364,396
-7,092,773
309
$284M 0.05%
4,856,995
+276,698
310
$283M 0.05%
1,796,933
-111,795
311
$282M 0.05%
2,282,391
+307,515
312
$279M 0.05%
2,662,046
+1,863,744
313
$279M 0.05%
3,540,571
-540,605
314
$279M 0.05%
6,780,259
+635,661
315
$278M 0.05%
25,935,231
+2,567,791
316
$278M 0.05%
27,688,913
-245,544
317
$278M 0.05%
1,904,795
+786,309
318
$276M 0.05%
4,358,329
+895,264
319
$275M 0.05%
890,103
+72,857
320
$274M 0.05%
9,325,126
-2,685,382
321
$274M 0.05%
1,120,979
-36,051
322
$272M 0.05%
481,629
+100,270
323
$272M 0.05%
3,391,408
+1,058,152
324
$272M 0.05%
5,942,955
+1,406,522
325
$271M 0.05%
4,136,002
+1,062,693
11 12
13
14 15