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
1126
$53M 0.01%
833,438
+336,928
1127
$53M 0.01%
305,088
+10,197
1128
$52.8M 0.01%
1,772,659
+817,970
1129
$52.8M 0.01%
1,787,580
+71,348
1130
$52.7M 0.01%
2,898,899
-505,415
1131
$52.6M 0.01%
2,345,458
+2,020,055
1132
$52.6M 0.01%
1,507,163
+316,674
1133
$52.6M 0.01%
1,211,308
-231,203
1134
$52.5M 0.01%
1,670,304
-832,900
1135
$52.4M 0.01%
1,166,284
+696,589
1136
$52.3M 0.01%
235,648
+79,679
1137
$52.2M 0.01%
629,155
-32,694
1138
$52.1M 0.01%
2,245,960
+60,351
1139
$52.1M 0.01%
198,233
+55,888
1140
$52M 0.01%
1,898,372
+67,558
1141
$51.9M 0.01%
1,940,709
+972,977
1142
$51.8M 0.01%
2,046,423
+657,219
1143
$51.8M 0.01%
423,109
+216,329
1144
$51.8M 0.01%
521,569
+3,733
1145
$51.8M 0.01%
417,010
+86,167
1146
$51.6M 0.01%
212,286
-397
1147
$51.6M 0.01%
156,560
-80,191
1148
$51.5M 0.01%
6,634,289
+3,043,400
1149
$51.5M 0.01%
347,775
+149,342
1150
$51.4M 0.01%
11,225,362
+5,131,349
44 45
46
47 48