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
851
$81.9M 0.02%
1,002,540
+384,743
852
$81.7M 0.02%
447,782
-24,819
853
$81.5M 0.02%
544,114
+65,139
854
$81.3M 0.01%
2,287,510
+514,632
855
$81.3M 0.01%
1,248,965
+189,870
856
$81M 0.01%
2,369,073
+474,105
857
$80.9M 0.01%
5,640,992
+2,707,903
858
$80.8M 0.01%
4,227,934
+3,030,257
859
$80.7M 0.01%
872,580
-149,696
860
$80.5M 0.01%
2,133,933
-126,819
861
$80.4M 0.01%
3,582,399
+2,798,017
862
$80.2M 0.01%
1,324,856
+514,187
863
$80.2M 0.01%
1,089,078
+31,249
864
$80M 0.01%
1,313,500
-58,534
865
$79.9M 0.01%
1,612,629
+18,490
866
$79.8M 0.01%
593,084
+4,106
867
$79.6M 0.01%
752,660
+196,188
868
$79.5M 0.01%
1,326,183
-903,808
869
$79M 0.01%
2,387,588
+14,104
870
$78.9M 0.01%
2,438,230
+983,956
871
$78.8M 0.01%
4,409,319
-299,524
872
$78.8M 0.01%
6,636,276
+290,962
873
$78.7M 0.01%
457,234
-256,431
874
$78.7M 0.01%
2,482,369
-111,819
875
$78.5M 0.01%
4,247,051
+2,160,860
33 34
35
36 37