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
901
$74.5M 0.01%
891,477
+90,950
902
$74.3M 0.01%
5,983,368
+455,203
903
$74.1M 0.01%
484,699
-270,870
904
$74.1M 0.01%
970,817
+633,448
905
$73.9M 0.01%
1,853,825
+27,315
906
$73.8M 0.01%
1,008,198
+665,953
907
$73.7M 0.01%
1,378,322
-1,186,697
908
$73.6M 0.01%
1,361,290
+203,410
909
$73.5M 0.01%
1,625,952
+1,375
910
$73.4M 0.01%
1,963,318
+1,673,993
911
$73.4M 0.01%
1,736,029
-369,881
912
$73.4M 0.01%
1,400,524
+504,039
913
$73.4M 0.01%
1,218,877
-30,835
914
$73.3M 0.01%
717,691
+351,577
915
$73.2M 0.01%
954,706
-55,620
916
$72.9M 0.01%
3,844,577
-3,637,982
917
$72.8M 0.01%
4,553,152
+479,781
918
$72.8M 0.01%
2,894,587
-284,930
919
$72.6M 0.01%
397,506
-47,578
920
$72.5M 0.01%
934,117
+158,000
921
$72.1M 0.01%
464,147
+198,383
922
$72M 0.01%
3,398,865
+1,830,648
923
$71.9M 0.01%
1,887,285
+273,466
924
$71.8M 0.01%
439,056
+41,331
925
$71.7M 0.01%
574,267
+139,097
35 36
37
38 39