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
8801
– –
-16
8802
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-74
8803
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-7,400
8804
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-45,050
8805
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-7,920
8806
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-98
8807
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-1,970
8808
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-87
8809
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-10,263
8810
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-1,450
8811
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-15,327,189
8812
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-129
8813
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-39,132
8814
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-763
8815
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-13,575
8816
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-3,959,956
8817
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-168,392
8818
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-64,525
8819
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-1,495,138
8820
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-2,012,112
8821
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-36
8822
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-1,116,342
8823
– –
-921
8824
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-163,904
8825
– –
-4,200
351 352
353
354 355