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
76
$1.02B 0.19%
22,445,727
-819,719
77
$1.01B 0.19%
14,015,091
+2,164,468
78
$994M 0.18%
11,683,089
-779,370
79
$989M 0.18%
9,994,236
+1,306,292
80
$976M 0.18%
1,799,195
-89,962
81
$969M 0.18%
1,956,593
-201,170
82
$961M 0.18%
4,800,595
+680,041
83
$941M 0.17%
4,716,678
-217,847
84
$936M 0.17%
9,280,167
+16,536
85
$934M 0.17%
10,750,016
-405,735
86
$912M 0.17%
9,302,646
-236,460
87
$911M 0.17%
7,481,943
-386,239
88
$907M 0.17%
25,294,609
-11,172,849
89
$901M 0.17%
4,063,091
+2,665
90
$898M 0.17%
10,992,418
-673,072
91
$878M 0.16%
6,280,359
+157,958
92
$877M 0.16%
9,388,407
-70,405
93
$876M 0.16%
2,283,883
-170,167
94
$875M 0.16%
2,802,593
-148,861
95
$874M 0.16%
9,933,582
+4,797,341
96
$865M 0.16%
3,243,344
-440,604
97
$859M 0.16%
2,842,919
+276,221
98
$857M 0.16%
37,750,215
-1,706,573
99
$841M 0.15%
5,795,706
+176,039
100
$838M 0.15%
4,156,397
-246,814
2 3
4
5 6