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
776
$94.3M 0.02%
1,214,528
-61,682
777
$94.2M 0.02%
1,367,408
+35,043
778
$94.1M 0.02%
3,175,791
+215,731
779
$93.5M 0.02%
2,355,821
+166,054
780
$93.4M 0.02%
1,261,378
+70,316
781
$93M 0.02%
6,127,705
+2,495,254
782
$92.8M 0.02%
605,993
+55,823
783
$92.7M 0.02%
1,767,050
-125,141
784
$92.6M 0.02%
2,992,268
-770,492
785
$92.5M 0.02%
817,552
+209,942
786
$92.3M 0.02%
1,446,458
-33,540
787
$90.8M 0.02%
958,347
+558,074
788
$90.8M 0.02%
3,873,486
+198,604
789
$90.7M 0.02%
7,384,811
-2,927,224
790
$89.9M 0.02%
247,475
+137,664
791
$89.8M 0.02%
1,475,910
+246,729
792
$89.5M 0.02%
409,447
+77,581
793
$88.7M 0.02%
1,366,199
-99,349
794
$88.7M 0.02%
783,898
+411,214
795
$88.7M 0.02%
3,466,412
+1,713,729
796
$88.6M 0.02%
759,783
+6,532
797
$88.5M 0.02%
1,960,083
+2,462
798
$88.5M 0.02%
1,348,369
+250,570
799
$88.5M 0.02%
860,819
-181,707
800
$88.4M 0.02%
3,315,344
+551
30 31
32
33 34