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
951
$68.7M 0.01%
624,365
-723
952
$68.6M 0.01%
6,797,203
+1,507,429
953
$68.5M 0.01%
1,315,401
-71,731
954
$68.4M 0.01%
3,116,605
+951,514
955
$68M 0.01%
1,734,674
+443,392
956
$67.8M 0.01%
2,944,244
+53,080
957
$67.8M 0.01%
5,892,155
+1,651,789
958
$67.7M 0.01%
580,483
+10,117
959
$67.7M 0.01%
183,785
+40,906
960
$67.7M 0.01%
646,050
+155,301
961
$67.4M 0.01%
443,352
-256,428
962
$67.4M 0.01%
705,409
+433,692
963
$67.3M 0.01%
371,834
-48,998
964
$67.3M 0.01%
928,934
+135,130
965
$67.2M 0.01%
1,170,701
+384,371
966
$67.1M 0.01%
2,662,835
-20,668
967
$67M 0.01%
1,131,997
+166,299
968
$67M 0.01%
1,663,084
+214,500
969
$67M 0.01%
2,858,025
+2,349,711
970
$66.8M 0.01%
4,127,054
-52,761
971
$66.5M 0.01%
380,088
-3,950
972
$66.5M 0.01%
3,210,167
-177,354
973
$66.3M 0.01%
1,260,798
+433,809
974
$66.2M 0.01%
764,743
+94,145
975
$66.1M 0.01%
4,588,497
-803,617
37 38
39
40 41