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
1251
$44.6M 0.01%
299,968
-61,429
1252
$44.5M 0.01%
14,529,672
-2,576,233
1253
$44.4M 0.01%
1,131,596
+49,228
1254
$44.4M 0.01%
2,854,671
+2,381,307
1255
$44.3M 0.01%
934,973
-81,574
1256
$44.2M 0.01%
343,783
-94,378
1257
$44.2M 0.01%
936,951
+88,449
1258
$44.1M 0.01%
32,691,399
+17,126,159
1259
$44M 0.01%
1,404,573
+555,702
1260
$44M 0.01%
578,429
+87,024
1261
$43.9M 0.01%
286,841
-16,726
1262
$43.9M 0.01%
450,271
-10,630
1263
$43.9M 0.01%
419,271
-197,787
1264
$43.9M 0.01%
1,114,652
+729,032
1265
$43.8M 0.01%
2,215,844
+236,586
1266
$43.8M 0.01%
216,894
-32,531
1267
$43.7M 0.01%
3,478,439
-1,201,341
1268
$43.6M 0.01%
1,180,609
-141,849
1269
$43.5M 0.01%
1,199,436
+722,157
1270
$43.5M 0.01%
2,964,656
+1,929,062
1271
$43.4M 0.01%
897,602
+397,070
1272
$43.3M 0.01%
1,871,474
+261,521
1273
$43.2M 0.01%
893,592
+15,699
1274
$43.2M 0.01%
218,622
+133,141
1275
$43.2M 0.01%
722,661
-42,338
49 50
51
52 53