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
1276
$43.2M 0.01%
3,238,173
+2,817,251
1277
$43.1M 0.01%
777,336
-940,094
1278
$43.1M 0.01%
836,332
-62,937
1279
$43.1M 0.01%
427,662
-21,091
1280
$42.9M 0.01%
606,933
+596,584
1281
$42.8M 0.01%
236,097
+97,699
1282
$42.7M 0.01%
2,198,822
+650,557
1283
$42.7M 0.01%
1,154,302
-712,501
1284
$42.6M 0.01%
1,296,910
+788,946
1285
$42.6M 0.01%
372,653
+122,491
1286
$42.5M 0.01%
713,811
+20,007
1287
$42.5M 0.01%
1,086,106
+787,041
1288
$42.3M 0.01%
848,645
+270,697
1289
$42.3M 0.01%
395,557
+130,122
1290
$42.1M 0.01%
1,352,476
-353,046
1291
$42.1M 0.01%
203,621
+12,394
1292
$42.1M 0.01%
701,042
+200,856
1293
$42.1M 0.01%
917,076
-164,455
1294
$42.1M 0.01%
426,604
-298,023
1295
$42.1M 0.01%
145,641
+39,222
1296
$42M 0.01%
1,547,613
-107,871
1297
$42M 0.01%
639,281
+365,024
1298
$42M 0.01%
1,995,732
-644,869
1299
$41.9M 0.01%
451,247
+51,404
1300
$41.7M 0.01%
1,704,718
+690,827
50 51
52
53 54