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
451
$185M 0.03%
2,479,447
-69,496
452
$185M 0.03%
1,657,946
-356,554
453
$185M 0.03%
683,155
-18,352
454
$185M 0.03%
4,239,832
+582,738
455
$185M 0.03%
2,187,699
+500,081
456
$184M 0.03%
6,660,777
-587,324
457
$184M 0.03%
549,635
+91
458
$183M 0.03%
7,613,028
-5,296,241
459
$182M 0.03%
287,163
-95,672
460
$182M 0.03%
1,636,353
+97,277
461
$181M 0.03%
5,892,159
-667
462
$181M 0.03%
1,415,130
+313,404
463
$181M 0.03%
6,377,537
+1,304,166
464
$180M 0.03%
2,121,025
+304,363
465
$180M 0.03%
866,962
-670,617
466
$180M 0.03%
2,577,658
+1,342,854
467
$180M 0.03%
1,564,028
+62,891
468
$178M 0.03%
2,366,742
-387,836
469
$177M 0.03%
2,615,354
+108,952
470
$177M 0.03%
3,969,158
-182,949
471
$176M 0.03%
3,393,868
+619,486
472
$176M 0.03%
4,330,625
-176,735
473
$176M 0.03%
6,465,024
+3,871,141
474
$175M 0.03%
6,753,204
+3,887,057
475
$175M 0.03%
3,225,490
-268,383
17 18
19
20 21