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
2626
$7.39M ﹤0.01%
350,004
+21,881
2627
$7.38M ﹤0.01%
3,367,664
+26,012
2628
$7.37M ﹤0.01%
450,147
+31,662
2629
$7.37M ﹤0.01%
516,616
-38,375
2630
$7.36M ﹤0.01%
462,289
+198,709
2631
$7.35M ﹤0.01%
401,748
-26,238
2632
$7.35M ﹤0.01%
287,523
+24,406
2633
$7.34M ﹤0.01%
367,141
+15,628
2634
$7.33M ﹤0.01%
92,288
-325
2635
$7.33M ﹤0.01%
247,741
+193,432
2636
$7.31M ﹤0.01%
681,678
+288,883
2637
$7.31M ﹤0.01%
85,754
-5,247
2638
$7.31M ﹤0.01%
192,909
+72,642
2639
$7.3M ﹤0.01%
246,658
-2,641
2640
$7.28M ﹤0.01%
333,987
-200,568
2641
$7.27M ﹤0.01%
832,788
+569,261
2642
$7.27M ﹤0.01%
135,878
-66,397
2643
$7.26M ﹤0.01%
1,114,978
+180,428
2644
$7.26M ﹤0.01%
105,093
+22,717
2645
$7.25M ﹤0.01%
521,054
+40,400
2646
$7.24M ﹤0.01%
12,782
-3,447
2647
$7.24M ﹤0.01%
350,751
+27,862
2648
$7.23M ﹤0.01%
105,464
+4,831
2649
$7.22M ﹤0.01%
138,266
+38,139
2650
$7.21M ﹤0.01%
186,453
-18,835
104 105
106
107 108