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
376
$226M 0.04%
9,132,533
+344,425
377
$226M 0.04%
2,452,986
+177,747
378
$224M 0.04%
2,718,767
+33,322
379
$222M 0.04%
3,797,078
-1,960,469
380
$221M 0.04%
6,446,876
+575,256
381
$221M 0.04%
1,234,381
+70,124
382
$220M 0.04%
20,876,938
+5,459,273
383
$220M 0.04%
1,840,196
-182,143
384
$219M 0.04%
1,614,600
-135,373
385
$218M 0.04%
865,210
-18,339
386
$217M 0.04%
1,683,547
-86,050
387
$216M 0.04%
3,002,014
+565,798
388
$216M 0.04%
925,729
-883,052
389
$216M 0.04%
3,472,155
+516,993
390
$215M 0.04%
6,893,575
+2,363,999
391
$215M 0.04%
11,767,433
+3,522,689
392
$215M 0.04%
1,785,316
+296,390
393
$214M 0.04%
1,464,977
+508,660
394
$214M 0.04%
2,125,949
+206,962
395
$214M 0.04%
14,236,266
+5,021,934
396
$213M 0.04%
2,451,574
+101,227
397
$211M 0.04%
1,676,983
-18,586
398
$210M 0.04%
2,947,457
+206,977
399
$210M 0.04%
966,651
+361,094
400
$210M 0.04%
1,590,345
+1,516,876
14 15
16
17 18