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
1176
$49M 0.01%
1,446,833
+21,307
1177
$49M 0.01%
308,324
-273,889
1178
$48.9M 0.01%
116,724
+15,167
1179
$48.7M 0.01%
2,407,018
-1,004,152
1180
$48.6M 0.01%
454,121
+132,692
1181
$48.4M 0.01%
837,072
+139,580
1182
$48.3M 0.01%
636,241
-124,748
1183
$48.2M 0.01%
218,220
-104,140
1184
$48.2M 0.01%
825,738
-2,365,476
1185
$48.1M 0.01%
247,746
-59,854
1186
$48M 0.01%
1,243,524
-951,596
1187
$47.9M 0.01%
276,935
-518,829
1188
$47.8M 0.01%
715,337
+102,546
1189
$47.8M 0.01%
1,203,142
+771,005
1190
$47.8M 0.01%
957,865
-65,774
1191
$47.7M 0.01%
685,232
+168,722
1192
$47.6M 0.01%
211,036
+27,603
1193
$47.5M 0.01%
464,252
-33,445
1194
$47.5M 0.01%
7,058,210
+5,773,481
1195
$47.4M 0.01%
2,633,885
+1,471,059
1196
$47.4M 0.01%
2,329,456
+132,536
1197
$47.4M 0.01%
1,480,549
+1,429,349
1198
$47.3M 0.01%
429,593
-107,795
1199
$47.1M 0.01%
3,394,592
-89,867
1200
$47.1M 0.01%
275,727
-28,082
46 47
48
49 50