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
526
$156M 0.03%
1,897,953
-496,507
527
$156M 0.03%
4,997,127
-1,886,812
528
$156M 0.03%
1,201,763
-163,474
529
$156M 0.03%
672,821
+270,015
530
$155M 0.03%
1,244,253
-152,856
531
$155M 0.03%
857,948
+73,082
532
$154M 0.03%
7,423,836
-1,959,632
533
$154M 0.03%
2,203,429
+43,170
534
$153M 0.03%
82,079
-28,977
535
$153M 0.03%
1,375,255
+541,529
536
$152M 0.03%
1,563,373
+221,039
537
$152M 0.03%
17,367,016
+3,282,448
538
$152M 0.03%
4,230,441
+3,884,972
539
$151M 0.03%
1,961,640
-72,062
540
$151M 0.03%
1,271,729
+348,200
541
$151M 0.03%
1,121,217
+8,861
542
$150M 0.03%
1,620,674
+617,833
543
$150M 0.03%
2,847,872
-522,917
544
$150M 0.03%
356,587
+143,231
545
$149M 0.03%
1,619,517
-22,667
546
$149M 0.03%
3,397,423
+99,289
547
$149M 0.03%
1,007,076
+211,342
548
$148M 0.03%
609,282
+147,648
549
$148M 0.03%
14,360,899
+7,632,013
550
$147M 0.03%
1,624,503
-272,541
20 21
22
23 24