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
101
$838M 0.15%
14,023,110
+1,269,782
102
$837M 0.15%
2,956,397
+402,726
103
$831M 0.15%
8,949,144
-298,805
104
$822M 0.15%
15,238,338
-627,221
105
$821M 0.15%
1,616,081
+63,417
106
$818M 0.15%
4,798,397
-2,688,197
107
$815M 0.15%
1,823,409
-62,634
108
$810M 0.15%
3,721,624
+713,566
109
$805M 0.15%
8,155,270
+78,323
110
$794M 0.15%
10,141,131
+4,876,163
111
$789M 0.15%
17,439,177
+702,849
112
$783M 0.14%
2,950,160
+271,026
113
$781M 0.14%
15,689,378
+2,350,497
114
$781M 0.14%
2,556,572
-64,602
115
$777M 0.14%
27,487,240
-2,207,657
116
$759M 0.14%
10,441,655
+497,437
117
$759M 0.14%
2,151,551
-26,821
118
$755M 0.14%
6,859,783
-304,874
119
$753M 0.14%
2,553,639
+458,235
120
$752M 0.14%
8,912,781
-2,651,943
121
$747M 0.14%
938,788
+531
122
$741M 0.14%
17,726,165
+3,168,961
123
$740M 0.14%
4,332,546
-241,917
124
$727M 0.13%
21,656,940
+15,179,112
125
$715M 0.13%
2,046,645
-44,068
3 4
5
6 7