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
726
$104M 0.02%
3,285,919
-693,172
727
$103M 0.02%
55,567
+27,993
728
$103M 0.02%
1,467,265
-268,211
729
$103M 0.02%
1,142,562
-167,248
730
$103M 0.02%
4,112,179
+1,792,124
731
$103M 0.02%
441,640
+53,918
732
$102M 0.02%
1,161,698
-82,268
733
$102M 0.02%
388,840
+33,737
734
$102M 0.02%
2,346,223
+344,930
735
$102M 0.02%
1,313,101
-225,352
736
$102M 0.02%
1,534,777
-115,294
737
$101M 0.02%
1,916,605
+283,400
738
$101M 0.02%
1,784,797
+315,822
739
$101M 0.02%
3,243,134
+78,676
740
$101M 0.02%
1,603,479
-310,396
741
$100M 0.02%
3,043,209
+2,723,284
742
$100M 0.02%
1,209,683
+834,206
743
$100M 0.02%
4,103,982
-1,238,416
744
$100M 0.02%
998,964
+212,567
745
$99.8M 0.02%
3,194,618
-3,306,098
746
$99.7M 0.02%
828,099
-104,367
747
$99.5M 0.02%
1,433,026
-43,612
748
$99.4M 0.02%
2,438,207
+78,599
749
$98.9M 0.02%
176,397
-42,473
750
$98.5M 0.02%
1,145,286
+242,022
28 29
30
31 32