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
1026
$61.7M 0.01%
3,070,467
-676,704
1027
$61.6M 0.01%
1,019,948
+239,767
1028
$61.4M 0.01%
1,492,758
-152,709
1029
$61.4M 0.01%
1,729,879
+495,053
1030
$61.3M 0.01%
3,465,074
+3,251,948
1031
$61.1M 0.01%
1,651,610
-28,777
1032
$61M 0.01%
6,112,558
-7,131,789
1033
$61M 0.01%
730,216
+19,401
1034
$60.9M 0.01%
609,078
+51,518
1035
$60.8M 0.01%
905,279
+120,466
1036
$60.7M 0.01%
7,403,018
+5,688,578
1037
$60.6M 0.01%
1,464,880
-50,704
1038
$60.5M 0.01%
6,810,904
+4,807,042
1039
$60.5M 0.01%
5,524,683
+2,855,606
1040
$60.5M 0.01%
526,618
-26,154
1041
$60.5M 0.01%
102,139
+82,239
1042
$60.4M 0.01%
6,882,697
+232,095
1043
$60M 0.01%
612,441
+56,279
1044
$59.9M 0.01%
735,200
-517,639
1045
$59.8M 0.01%
619,956
+371,744
1046
$59.7M 0.01%
120,001
-61,197
1047
$59.7M 0.01%
714,810
-297,937
1048
$59.5M 0.01%
1,025,036
-21,836
1049
$59.4M 0.01%
716,882
-205,638
1050
$59.1M 0.01%
710,178
+364,919
40 41
42
43 44