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
2576
$7.87M ﹤0.01%
895,616
+594,462
2577
$7.87M ﹤0.01%
370,935
+15,899
2578
$7.85M ﹤0.01%
236,584
+37,522
2579
$7.82M ﹤0.01%
208,017
-6,711
2580
$7.81M ﹤0.01%
73,475
-8,092
2581
$7.8M ﹤0.01%
153,709
+4,727
2582
$7.79M ﹤0.01%
291,226
-100,296
2583
$7.79M ﹤0.01%
919,715
+5,955
2584
$7.77M ﹤0.01%
214,573
+9,248
2585
$7.76M ﹤0.01%
109,479
+54,639
2586
$7.76M ﹤0.01%
81,865
-2,807
2587
$7.75M ﹤0.01%
201,633
+63,324
2588
$7.74M ﹤0.01%
591,241
+161,930
2589
$7.73M ﹤0.01%
1,548,098
+127,720
2590
$7.73M ﹤0.01%
302,447
+12,946
2591
$7.71M ﹤0.01%
78,356
+15,353
2592
$7.71M ﹤0.01%
92,200
+42,996
2593
$7.7M ﹤0.01%
1,085,549
-2,564,892
2594
$7.69M ﹤0.01%
159,205
-25,574
2595
$7.68M ﹤0.01%
278,941
-24,087
2596
$7.67M ﹤0.01%
115,363
+23,664
2597
$7.64M ﹤0.01%
267,766
+3,618
2598
$7.63M ﹤0.01%
917,747
-517,907
2599
$7.62M ﹤0.01%
89,294
-20,421
2600
$7.61M ﹤0.01%
151,223
-204,000
102 103
104
105 106