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
1351
$38.4M 0.01%
341,490
+95,641
1352
$38.4M 0.01%
1,154,878
+19,465
1353
$38.4M 0.01%
123,573
+69,424
1354
$38.2M 0.01%
476,565
-188,691
1355
$38.1M 0.01%
236,205
-2,761
1356
$38.1M 0.01%
876,885
-94,125
1357
$38.1M 0.01%
1,590,860
+104,649
1358
$38M 0.01%
933,141
+123,674
1359
$38M 0.01%
3,990,995
+3,226,095
1360
$38M 0.01%
2,403,942
+1,069,670
1361
$37.9M 0.01%
1,524,168
-145,974
1362
$37.8M 0.01%
6,261,075
-3,221,979
1363
$37.7M 0.01%
307,981
+94,349
1364
$37.5M 0.01%
3,138,452
-3,513,774
1365
$37.5M 0.01%
72,628
+26,772
1366
$37.4M 0.01%
1,635,666
+40,772
1367
$37.4M 0.01%
627,826
-178,723
1368
$37.4M 0.01%
212,221
+144,045
1369
$37.4M 0.01%
311,330
-370
1370
$37.3M 0.01%
933,006
+47,545
1371
$37.3M 0.01%
165,239
+67,057
1372
$37.2M 0.01%
138,954
+55,781
1373
$37M 0.01%
410,192
+157,022
1374
$37M 0.01%
482,900
+8,102
1375
$37M 0.01%
371,860
+64,211
53 54
55
56 57