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
801
$88.4M 0.02%
646,147
-402,272
802
$88.3M 0.02%
2,974,416
+2,242,229
803
$88.2M 0.02%
16,734,614
+968,376
804
$88.1M 0.02%
1,747,373
+25,933
805
$88M 0.02%
2,416,545
+1,522,968
806
$87.8M 0.02%
5,657,763
-266,638
807
$87.3M 0.02%
2,156,406
+1,784,562
808
$87.3M 0.02%
4,489,381
-528,128
809
$87.1M 0.02%
543,743
-639,836
810
$87M 0.02%
432,216
+63,700
811
$87M 0.02%
882,027
-213,377
812
$86.9M 0.02%
785,501
+366,073
813
$86.8M 0.02%
1,788,920
-100,001
814
$86.7M 0.02%
768,732
-132,735
815
$86.5M 0.02%
1,528,587
-10,425
816
$86.5M 0.02%
2,154,850
+1,815,946
817
$86.3M 0.02%
904,419
+102,224
818
$86.1M 0.02%
474,929
-147,277
819
$86M 0.02%
189,240
+29,669
820
$85.8M 0.02%
2,134,219
+932,220
821
$85.7M 0.02%
478,133
-38,293
822
$85.6M 0.02%
1,899,473
-632,009
823
$85.6M 0.02%
894,282
+598,281
824
$85.4M 0.02%
2,743,001
-1,878,756
825
$85.2M 0.02%
1,302,942
+56,604
31 32
33
34 35