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
926
$71.6M 0.01%
1,586,732
+1,292,036
927
$71.6M 0.01%
1,140,400
+546,848
928
$71.6M 0.01%
3,272,194
+685,455
929
$71.5M 0.01%
2,233,059
+707,246
930
$71.3M 0.01%
728,462
+56,632
931
$71.2M 0.01%
1,152,662
+51,817
932
$70.8M 0.01%
150,751
+19,643
933
$70.7M 0.01%
2,594,403
-314,596
934
$70.7M 0.01%
3,607,275
+379,775
935
$70.7M 0.01%
1,422,429
+194,211
936
$70.5M 0.01%
2,071,892
+87,902
937
$70.5M 0.01%
420,426
-65,435
938
$70.4M 0.01%
665,174
+88,346
939
$70.4M 0.01%
138,419
+149
940
$70.3M 0.01%
6,827,590
+1,619,647
941
$69.9M 0.01%
918,507
+348,434
942
$69.6M 0.01%
3,279,143
+469,505
943
$69.6M 0.01%
4,319,707
+1,237,864
944
$69.4M 0.01%
344,357
-245,168
945
$69.3M 0.01%
1,090,404
+20,415
946
$69.3M 0.01%
1,564,439
+103,213
947
$69.1M 0.01%
2,637,844
-109,503
948
$69.1M 0.01%
2,857,492
+168,059
949
$68.8M 0.01%
210,355
+24,185
950
$68.8M 0.01%
1,050,279
-1,012,493
36 37
38
39 40