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
326
$271M 0.05%
16,731,091
+11,609,450
327
$271M 0.05%
2,570,205
-57,857
328
$271M 0.05%
2,341,013
+390,862
329
$270M 0.05%
1,109,603
+95,242
330
$269M 0.05%
1,299,615
+135,389
331
$269M 0.05%
6,066,936
+806,086
332
$268M 0.05%
1,125,015
+149,781
333
$267M 0.05%
1,206,985
+428,177
334
$266M 0.05%
3,401,862
+30,683
335
$266M 0.05%
2,265,787
-40,676
336
$265M 0.05%
7,282,203
+2,234
337
$264M 0.05%
4,619,324
+1,099,084
338
$264M 0.05%
4,550,146
+285,355
339
$263M 0.05%
1,870,638
-81,667
340
$261M 0.05%
1,025,865
+52,157
341
$261M 0.05%
7,460,468
-651,661
342
$259M 0.05%
5,227,304
-121,845
343
$259M 0.05%
1,957,949
+322,195
344
$257M 0.05%
2,494,571
-308,159
345
$256M 0.05%
1,152,401
-422,041
346
$253M 0.05%
3,499,778
+436,003
347
$252M 0.05%
5,258,682
+2,094,310
348
$251M 0.05%
2,265,450
+77,382
349
$251M 0.05%
2,092,372
-61,994
350
$248M 0.05%
947,385
-4,747
12 13
14
15 16