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
676
$114M 0.02%
2,413,740
-16,211
677
$114M 0.02%
1,483,393
+324,220
678
$114M 0.02%
1,007,230
-1,010,363
679
$113M 0.02%
1,428,637
+976,759
680
$113M 0.02%
1,066,628
-105,031
681
$113M 0.02%
1,940,193
+826,558
682
$113M 0.02%
3,915,869
-310,645
683
$113M 0.02%
423,966
-333,534
684
$111M 0.02%
1,169,350
-23,496
685
$111M 0.02%
5,022,341
+2,170,789
686
$111M 0.02%
1,511,748
+138,730
687
$111M 0.02%
990,664
+368,031
688
$111M 0.02%
1,257,634
-34,108
689
$111M 0.02%
3,001,920
-400,285
690
$110M 0.02%
15,446,332
+5,862,283
691
$110M 0.02%
11,506,445
+4,791,977
692
$110M 0.02%
1,874,270
+1,146,465
693
$110M 0.02%
562,455
+114,608
694
$109M 0.02%
2,418,088
+1,482,110
695
$109M 0.02%
1,571,110
+1,219,341
696
$108M 0.02%
1,981,500
-624,481
697
$108M 0.02%
7,053,671
+4,520,948
698
$107M 0.02%
2,675,597
-407,527
699
$107M 0.02%
1,308,502
-131,868
700
$107M 0.02%
921,076
-10,003
26 27
28
29 30