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
601
$133M 0.02%
840,951
+102,215
602
$133M 0.02%
1,482,591
-127,385
603
$133M 0.02%
6,115,868
-232,632
604
$133M 0.02%
2,620,521
-176,557
605
$132M 0.02%
555,123
+189,755
606
$132M 0.02%
6,188,126
+2,847,329
607
$132M 0.02%
2,395,164
-769,213
608
$132M 0.02%
2,936,451
+2,477,893
609
$132M 0.02%
7,046,166
+395,457
610
$132M 0.02%
5,731,068
-37,728
611
$131M 0.02%
389,052
-199,918
612
$131M 0.02%
401,731
+24,305
613
$131M 0.02%
1,237,776
+444,728
614
$131M 0.02%
2,149,826
+478,758
615
$130M 0.02%
1,737,410
+522,575
616
$130M 0.02%
1,068,825
+17,812
617
$130M 0.02%
755,966
+108,598
618
$130M 0.02%
4,895,884
-126,699
619
$130M 0.02%
5,434,280
+4,661,886
620
$129M 0.02%
5,101,756
-853,474
621
$129M 0.02%
3,576,830
+530,943
622
$129M 0.02%
935,370
-36,780
623
$129M 0.02%
381,080
+248,440
624
$127M 0.02%
222,098
+42,524
625
$127M 0.02%
1,850,234
+15,878
23 24
25
26 27