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
1101
$55.3M 0.01%
687,540
+51,658
1102
$55.2M 0.01%
823,166
+310,970
1103
$55.1M 0.01%
1,935,874
+306,028
1104
$55M 0.01%
394,264
-1,963
1105
$54.8M 0.01%
186,673
-47,651
1106
$54.6M 0.01%
897,507
+177,793
1107
$54.4M 0.01%
1,237,658
+77,887
1108
$54.4M 0.01%
1,082,055
-10,782
1109
$54.3M 0.01%
1,449,675
-73,185
1110
$54.3M 0.01%
1,253,677
-239,948
1111
$54.1M 0.01%
2,038,683
+854,833
1112
$54M 0.01%
319,784
+51,435
1113
$53.9M 0.01%
732,971
+291,985
1114
$53.9M 0.01%
1,027,767
+69,932
1115
$53.8M 0.01%
2,129,591
+145,293
1116
$53.7M 0.01%
591,602
+268,101
1117
$53.7M 0.01%
1,844,879
+1,498,766
1118
$53.6M 0.01%
443,065
+145,754
1119
$53.5M 0.01%
585,168
-163,249
1120
$53.5M 0.01%
2,584,637
-253,432
1121
$53.4M 0.01%
406,789
+51,381
1122
$53.4M 0.01%
1,758,890
+172,241
1123
$53.3M 0.01%
1,157,810
-165,646
1124
$53M 0.01%
1,467,290
+69,142
1125
$53M 0.01%
217,636
+138,350
43 44
45
46 47