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
1
$13.5B 2.48%
60,728,803
-204,566
2
$12.3B 2.27%
32,898,115
-1,366,087
3
$11B 2.02%
101,426,062
+1,210,426
4
$7.15B 1.31%
37,578,344
+115,163
5
$7.14B 1.31%
12,764,959
+2,788,562
6
$5.6B 1.03%
9,708,310
-124,039
7
$5.39B 0.99%
21,966,473
+2,005,186
8
$4.62B 0.85%
27,596,377
+958,642
9
$4.51B 0.83%
147,271,042
-6,313,770
10
$4.27B 0.79%
27,616,108
-3,101,544
11
$4.05B 0.75%
11,564,618
-732,439
12
$3.81B 0.7%
24,409,755
+2,465,761
13
$3.18B 0.59%
5,980,274
+511,024
14
$3.17B 0.58%
3,838,852
+437,713
15
$2.88B 0.53%
5,494,668
+358,350
16
$2.58B 0.47%
2,729,159
+64,556
17
$2.53B 0.47%
6,904,492
+390,442
18
$2.53B 0.46%
5,393,101
-550,090
19
$2.45B 0.45%
11,712,840
-867,368
20
$2.38B 0.44%
14,207,886
-322,634
21
$2.33B 0.43%
8,078,269
+2,021,106
22
$2.32B 0.43%
13,425,966
+204,139
23
$2.28B 0.42%
6,312,798
+116,259
24
$2.18B 0.4%
5,876,133
-63,647
25
$2.15B 0.4%
12,643,034
-365,552
1
2 3 4 5