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
576
$138M 0.03%
1,111,372
-40,671
577
$138M 0.03%
1,932,825
+92,248
578
$138M 0.03%
416,049
+182,432
579
$138M 0.03%
5,711,895
+3,300,443
580
$138M 0.03%
785,985
+64,948
581
$138M 0.03%
2,006,850
+736,964
582
$137M 0.03%
2,692,838
+180,980
583
$137M 0.03%
1,150,599
-411,734
584
$137M 0.03%
933,196
+221,982
585
$137M 0.03%
1,989,173
+430,723
586
$137M 0.03%
18,875
+7,722
587
$136M 0.03%
1,994,510
+46,824
588
$136M 0.03%
771,818
-5,409
589
$136M 0.03%
370,493
-132,634
590
$136M 0.02%
1,916,054
-290,867
591
$135M 0.02%
3,293,078
-2,519,806
592
$135M 0.02%
5,148,336
+806,243
593
$134M 0.02%
1,269,183
-135,857
594
$134M 0.02%
3,258,483
-1,478,123
595
$134M 0.02%
2,557,062
+263,425
596
$134M 0.02%
1,333,194
-336,230
597
$134M 0.02%
1,494,181
-115,411
598
$134M 0.02%
3,263,460
-227,800
599
$133M 0.02%
1,704,871
+228,042
600
$133M 0.02%
3,672,232
+1,011,716
22 23
24
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