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
1751
$20.8M ﹤0.01%
1,163,432
+28,857
1752
$20.7M ﹤0.01%
1,626,563
+321,234
1753
$20.7M ﹤0.01%
234,830
+72,080
1754
$20.7M ﹤0.01%
436,465
+65,253
1755
$20.6M ﹤0.01%
135,362
+37,523
1756
$20.6M ﹤0.01%
1,068,238
+549,969
1757
$20.6M ﹤0.01%
865,882
+115,541
1758
$20.5M ﹤0.01%
262,585
-54,954
1759
$20.5M ﹤0.01%
430,420
-83,528
1760
$20.5M ﹤0.01%
630,683
-12,005
1761
$20.5M ﹤0.01%
773,711
-674,010
1762
$20.4M ﹤0.01%
1,231,410
+3,302
1763
$20.4M ﹤0.01%
510,856
-35,183
1764
$20.4M ﹤0.01%
364,046
-276,335
1765
$20.4M ﹤0.01%
1,065,906
-836,541
1766
$20.4M ﹤0.01%
287,111
+128,489
1767
$20.3M ﹤0.01%
1,550,899
-247,841
1768
$20.3M ﹤0.01%
835,942
+78,468
1769
$20.3M ﹤0.01%
204,961
+3,371
1770
$20.3M ﹤0.01%
564,627
+217,614
1771
$20.3M ﹤0.01%
120,659
-18,908
1772
$20.3M ﹤0.01%
759,752
-7,277
1773
$20.3M ﹤0.01%
1,770,240
-401,371
1774
$20.3M ﹤0.01%
1,766,224
-131,926
1775
$20.2M ﹤0.01%
222,007
+204,864
69 70
71
72 73