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
701
$107M 0.02%
5,668,820
+5,261,054
702
$106M 0.02%
321,507
-3,767
703
$106M 0.02%
714,001
+555,958
704
$106M 0.02%
3,258,351
-857,699
705
$106M 0.02%
1,088,909
-93,935
706
$106M 0.02%
1,808,121
+42,934
707
$106M 0.02%
2,097,981
+176,147
708
$106M 0.02%
904,687
+342,445
709
$106M 0.02%
3,428,990
-56,459
710
$105M 0.02%
2,290,900
-202,330
711
$105M 0.02%
2,804,991
-1,511,081
712
$105M 0.02%
180,617
+47,318
713
$105M 0.02%
3,003,042
-93,126
714
$105M 0.02%
4,768,040
+1,256,329
715
$105M 0.02%
3,918,219
+358,583
716
$104M 0.02%
7,370,367
+6,043,457
717
$104M 0.02%
3,076,690
+1,806,082
718
$104M 0.02%
1,315,222
+27,157
719
$104M 0.02%
328,583
+104,371
720
$104M 0.02%
308,064
-47,152
721
$104M 0.02%
22,981,345
+12,384,708
722
$104M 0.02%
509,212
+173,978
723
$104M 0.02%
1,908,285
-241,027
724
$104M 0.02%
9,277,723
-4,334,314
725
$104M 0.02%
818,185
-729,098
27 28
29
30 31