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
626
$126M 0.02%
589,219
+166,015
627
$126M 0.02%
2,742,208
-253,972
628
$126M 0.02%
446,997
+227,792
629
$126M 0.02%
68,410
+11,032
630
$126M 0.02%
421,288
-42,335
631
$126M 0.02%
2,284,830
+74,033
632
$126M 0.02%
1,709,593
-2,140,899
633
$125M 0.02%
1,664,610
-853,408
634
$125M 0.02%
2,176,266
+77,893
635
$125M 0.02%
1,442,378
+1,301,369
636
$124M 0.02%
1,253,820
+68,632
637
$124M 0.02%
1,472,230
-17,143
638
$124M 0.02%
6,328,991
+4,376,803
639
$124M 0.02%
772,503
-43,788
640
$123M 0.02%
2,314,886
-6,254,564
641
$123M 0.02%
639,200
-113,178
642
$123M 0.02%
3,600,190
+252,572
643
$123M 0.02%
2,170,117
+1,130,543
644
$123M 0.02%
2,361,891
+105,685
645
$123M 0.02%
1,799,851
+456,320
646
$122M 0.02%
1,371,268
+401,192
647
$122M 0.02%
1,858,568
+274,324
648
$122M 0.02%
523,446
+92,883
649
$122M 0.02%
1,511,735
-300,044
650
$122M 0.02%
877,234
+271,692
24 25
26
27 28