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
2601
$7.61M ﹤0.01%
638,194
+248,783
2602
$7.59M ﹤0.01%
102,348
+315
2603
$7.59M ﹤0.01%
217,190
-5,996
2604
$7.59M ﹤0.01%
445,480
+179,276
2605
$7.59M ﹤0.01%
239,796
+46,501
2606
$7.59M ﹤0.01%
888,762
+10,794
2607
$7.58M ﹤0.01%
460,002
+423,906
2608
$7.58M ﹤0.01%
751,067
+672,428
2609
$7.58M ﹤0.01%
123,584
-2,168
2610
$7.57M ﹤0.01%
258,560
-13,374
2611
$7.53M ﹤0.01%
5,535,482
+3,596,374
2612
$7.52M ﹤0.01%
40,555
+11,353
2613
$7.5M ﹤0.01%
117,103
+24,997
2614
$7.5M ﹤0.01%
6,462,995
+1,957,678
2615
$7.49M ﹤0.01%
1,981,696
-1,326,526
2616
$7.49M ﹤0.01%
93,323
-143,231
2617
$7.48M ﹤0.01%
118,427
+71,671
2618
$7.47M ﹤0.01%
262,036
+67,833
2619
$7.46M ﹤0.01%
169,936
+30,585
2620
$7.46M ﹤0.01%
1,020,159
-760,038
2621
$7.44M ﹤0.01%
127,605
+24,914
2622
$7.44M ﹤0.01%
591,182
-421,519
2623
$7.43M ﹤0.01%
274,440
-9,244
2624
$7.42M ﹤0.01%
129,319
+1,862
2625
$7.41M ﹤0.01%
109,235
-169,462
103 104
105
106 107