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
751
$98.4M 0.02%
1,191,469
-288,946
752
$98.4M 0.02%
1,999,250
+1,174,389
753
$98.4M 0.02%
914,274
+180,040
754
$98.3M 0.02%
4,283,008
-392,364
755
$98.2M 0.02%
533,376
-2,796
756
$98M 0.02%
660,667
+16,959
757
$97.9M 0.02%
1,058,310
+187,665
758
$97.5M 0.02%
443,133
-319,743
759
$97.2M 0.02%
2,281,061
+525,670
760
$97M 0.02%
2,397,647
+1,373,919
761
$96.9M 0.02%
1,101,669
-798,552
762
$96.9M 0.02%
766,288
+602,241
763
$96.9M 0.02%
459,410
+56,889
764
$96.8M 0.02%
1,188,693
+33,329
765
$96.4M 0.02%
4,295,651
+261,548
766
$96.2M 0.02%
1,994,316
+1,196,242
767
$96.2M 0.02%
4,893,063
-366,704
768
$95.6M 0.02%
1,295,844
+100,830
769
$95.6M 0.02%
847,839
+379,712
770
$95.4M 0.02%
4,884,727
-1,792,522
771
$95.1M 0.02%
794,309
+47,859
772
$95M 0.02%
616,275
+33,793
773
$94.7M 0.02%
404,138
+53,821
774
$94.7M 0.02%
352,817
+72,694
775
$94.6M 0.02%
725,148
+317,362
29 30
31
32 33