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
876
$77.9M 0.01%
467,565
+349,412
877
$77.9M 0.01%
314,627
-28,147
878
$77.3M 0.01%
499,074
-45,603
879
$77.3M 0.01%
1,837,302
+29,981
880
$77.3M 0.01%
485,179
+121,624
881
$77.2M 0.01%
3,851,676
+724,916
882
$77.1M 0.01%
2,691,062
+359,005
883
$76.8M 0.01%
5,815,352
+1,789,209
884
$76.8M 0.01%
1,350,786
-517,089
885
$76.6M 0.01%
4,552,850
-289,788
886
$76.5M 0.01%
2,044,969
+893,621
887
$76.5M 0.01%
681,291
+492,805
888
$76.2M 0.01%
1,224,982
-244,709
889
$76.2M 0.01%
405,657
+44,125
890
$76M 0.01%
3,844,109
+143,839
891
$76M 0.01%
2,198,514
+358,659
892
$75.8M 0.01%
481,348
+166,253
893
$75.5M 0.01%
1,547,796
+759,470
894
$75.3M 0.01%
2,767,689
+1,343,203
895
$75.2M 0.01%
2,038,032
+1,060,112
896
$75.2M 0.01%
278,638
-11,328
897
$75.1M 0.01%
491,755
+48,028
898
$74.7M 0.01%
517,685
-114,143
899
$74.7M 0.01%
3,846,254
+2,606,384
900
$74.5M 0.01%
1,357,428
-39,300
34 35
36
37 38