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
426
$193M 0.04%
1,973,218
-296,456
427
$193M 0.04%
1,309,982
+336,575
428
$192M 0.04%
905,503
+595,970
429
$192M 0.04%
2,207,914
+492,169
430
$192M 0.04%
3,100,672
-461,846
431
$192M 0.04%
1,516,205
+414,853
432
$191M 0.04%
2,320,710
+182,041
433
$190M 0.03%
1,326,784
-62,982
434
$190M 0.03%
3,669,846
-29,805
435
$190M 0.03%
1,703,702
+6,191
436
$190M 0.03%
2,590,001
-803,393
437
$189M 0.03%
2,165,680
+724,115
438
$189M 0.03%
1,436,508
+309,738
439
$189M 0.03%
9,705,344
-558,156
440
$189M 0.03%
1,961,645
+296,389
441
$189M 0.03%
3,169,588
-1,233,555
442
$188M 0.03%
2,357,577
-3,721
443
$188M 0.03%
6,067,458
+687,643
444
$188M 0.03%
1,620,397
-306,611
445
$187M 0.03%
996,109
-384,587
446
$186M 0.03%
3,888,647
+1,553,977
447
$186M 0.03%
2,609,670
+904,706
448
$186M 0.03%
1,258,612
+9,589
449
$186M 0.03%
4,590,899
+1,281,700
450
$185M 0.03%
7,174,949
-161,281
16 17
18
19 20