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
1326
$40.3M 0.01%
352,713
+14,501
1327
$40.2M 0.01%
1,112,592
+451,520
1328
$40.1M 0.01%
1,689,846
+699,688
1329
$40.1M 0.01%
651,553
-491,669
1330
$40M 0.01%
189,759
-97,267
1331
$39.9M 0.01%
418,536
+53,807
1332
$39.9M 0.01%
8,340,750
+2,454,592
1333
$39.9M 0.01%
1,691,685
+1,681,306
1334
$39.5M 0.01%
656,729
+47,927
1335
$39.4M 0.01%
722,568
+189,457
1336
$39.3M 0.01%
511,790
+118,242
1337
$39.3M 0.01%
4,780,000
-1,746,089
1338
$39.3M 0.01%
250,169
+43,349
1339
$39.3M 0.01%
608,386
-142,803
1340
$39.2M 0.01%
348,637
+107,089
1341
$39.2M 0.01%
1,003,696
+189,511
1342
$39.1M 0.01%
2,814,370
-1,789,646
1343
$39.1M 0.01%
391,641
-8,878
1344
$39M 0.01%
1,417,062
-14,201
1345
$38.8M 0.01%
300,531
-109,104
1346
$38.8M 0.01%
105,645
+24,569
1347
$38.6M 0.01%
2,420,284
+238,247
1348
$38.6M 0.01%
533,709
-497,566
1349
$38.5M 0.01%
1,042,275
+83,688
1350
$38.5M 0.01%
5,428,530
+427,194
52 53
54
55 56