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
26
$2.14B 0.39%
3,814,168
-62,652
27
$2.08B 0.38%
17,457,824
-1,799,453
28
$2.06B 0.38%
4,000,327
+152,874
29
$1.98B 0.36%
6,337,641
-39,017
30
$1.97B 0.36%
11,909,023
-2,080,894
31
$1.97B 0.36%
3,599,739
+14,144
32
$1.96B 0.36%
27,355,422
+1,522,699
33
$1.92B 0.35%
31,085,002
+548,163
34
$1.89B 0.35%
21,061,269
+3,789,980
35
$1.83B 0.34%
20,822,274
+64,019
36
$1.75B 0.32%
23,136,925
-1,284,457
37
$1.69B 0.31%
6,503,696
-757,244
38
$1.63B 0.3%
2,991,840
+503,533
39
$1.6B 0.29%
5,952,556
+436,833
40
$1.54B 0.28%
21,687,852
+712,546
41
$1.54B 0.28%
36,822,201
+10,283,657
42
$1.51B 0.28%
16,188,560
+714,680
43
$1.5B 0.28%
7,960,372
+823,288
44
$1.49B 0.27%
10,687,236
+1,293,595
45
$1.45B 0.27%
5,624,033
+61,378
46
$1.44B 0.26%
6,800,486
+560,841
47
$1.41B 0.26%
12,126,722
+1,159,371
48
$1.4B 0.26%
4,486,395
+418,781
49
$1.38B 0.25%
8,316,853
-369,521
50
$1.37B 0.25%
18,789,109
+3,992,524
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2
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