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
1001
$63.8M 0.01%
905,762
-123,252
1002
$63.6M 0.01%
546,281
-325,879
1003
$63.5M 0.01%
4,355,384
+915,225
1004
$63.5M 0.01%
1,234,075
+13,886
1005
$63.4M 0.01%
556,030
+80,512
1006
$63.3M 0.01%
1,502,929
-1,246,952
1007
$63.2M 0.01%
1,844,242
+1,065,704
1008
$63.2M 0.01%
286,236
+76,144
1009
$63.1M 0.01%
1,087,427
+492,680
1010
$63.1M 0.01%
1,042,465
-294,854
1011
$63M 0.01%
2,064,858
-385,894
1012
$62.9M 0.01%
2,482,054
+1,585,181
1013
$62.7M 0.01%
1,591,895
-36,092
1014
$62.7M 0.01%
2,005,791
+1,713,094
1015
$62.6M 0.01%
1,255,506
+641,568
1016
$62.4M 0.01%
1,014,271
-58,440
1017
$62.3M 0.01%
1,583,474
+471,420
1018
$62.3M 0.01%
1,900,288
-761,331
1019
$62.1M 0.01%
4,752,579
+4,676,253
1020
$62M 0.01%
5,526,051
-876,010
1021
$61.9M 0.01%
3,003,132
+860,294
1022
$61.8M 0.01%
1,722,066
+589,561
1023
$61.8M 0.01%
784,649
+243,218
1024
$61.8M 0.01%
2,007,133
+162,690
1025
$61.8M 0.01%
2,769,324
-421,656
39 40
41
42 43