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
976
$66M 0.01%
1,403,798
+493,211
977
$65.9M 0.01%
930,952
-117,941
978
$65.9M 0.01%
188,527
+76,320
979
$65.3M 0.01%
628,931
-68,904
980
$65.1M 0.01%
1,083,525
-1,519,969
981
$65.1M 0.01%
851,321
-662,394
982
$65M 0.01%
896,888
-1,861
983
$64.9M 0.01%
4,517,008
+2,961,348
984
$64.8M 0.01%
10,921,366
+551,712
985
$64.7M 0.01%
807,853
+134,891
986
$64.7M 0.01%
1,269,647
+198,596
987
$64.5M 0.01%
1,396,972
+899,780
988
$64.5M 0.01%
1,211,091
-714,869
989
$64.4M 0.01%
557,396
+28,600
990
$64.3M 0.01%
665,810
-559,018
991
$64.3M 0.01%
1,206,490
+72,789
992
$64.3M 0.01%
1,626,672
+141,875
993
$64.1M 0.01%
1,371,037
+491,705
994
$64.1M 0.01%
1,896,420
-791,046
995
$64.1M 0.01%
550,672
-49,336
996
$64M 0.01%
856,824
+7,862
997
$64M 0.01%
3,323,466
+1,010,643
998
$63.9M 0.01%
1,567,710
+184,805
999
$63.9M 0.01%
670,806
-305,394
1000
$63.9M 0.01%
678,891
+200,295
38 39
40
41 42