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
501
$165M 0.03%
1,957,394
-128,452
502
$164M 0.03%
2,381,482
+905,354
503
$164M 0.03%
4,274,689
+2,423,456
504
$164M 0.03%
2,259,894
-426,151
505
$164M 0.03%
2,322,696
+1,754,343
506
$163M 0.03%
8,164,095
-2,994,307
507
$163M 0.03%
721,556
+327,453
508
$163M 0.03%
1,080,901
+117,328
509
$163M 0.03%
3,711,461
-1,513,434
510
$163M 0.03%
+3,424,800
511
$163M 0.03%
4,205,106
+692,651
512
$161M 0.03%
1,270,448
-22,078
513
$161M 0.03%
784,586
+49,389
514
$161M 0.03%
5,506,969
+1,049,297
515
$160M 0.03%
8,562,892
+236,556
516
$159M 0.03%
941,712
-23,277
517
$159M 0.03%
1,461,380
-53,985
518
$159M 0.03%
6,135,145
+855,081
519
$158M 0.03%
376,543
+44,458
520
$158M 0.03%
343,990
-196,612
521
$158M 0.03%
781,068
+84,802
522
$158M 0.03%
2,844,202
+132,418
523
$157M 0.03%
3,781,096
+1,311,157
524
$157M 0.03%
2,538,535
+1,168,033
525
$156M 0.03%
782,186
+600,241
19 20
21
22 23