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
3276
$3.39M ﹤0.01%
79,041
+33,284
3277
$3.39M ﹤0.01%
2,900,155
+879,092
3278
$3.39M ﹤0.01%
84,695
-17,978
3279
$3.39M ﹤0.01%
1,002,180
-827,604
3280
$3.39M ﹤0.01%
76,934
+47,827
3281
$3.38M ﹤0.01%
77,004
-7,005
3282
$3.38M ﹤0.01%
558,820
+318,017
3283
$3.37M ﹤0.01%
158,602
+121,564
3284
$3.37M ﹤0.01%
198,151
+65,064
3285
$3.37M ﹤0.01%
310,897
+22,468
3286
$3.37M ﹤0.01%
21,332
-31,560
3287
$3.36M ﹤0.01%
76,616
+1,047
3288
$3.36M ﹤0.01%
149,599
-61,988
3289
$3.35M ﹤0.01%
33,968
+1,373
3290
$3.35M ﹤0.01%
125,892
-52,475
3291
$3.34M ﹤0.01%
422,725
+278,111
3292
$3.34M ﹤0.01%
475,309
-1,563,150
3293
$3.32M ﹤0.01%
103,027
-41,153
3294
$3.32M ﹤0.01%
1,277,469
+365,989
3295
$3.31M ﹤0.01%
40,180
+14,611
3296
$3.3M ﹤0.01%
238,394
+151,662
3297
$3.3M ﹤0.01%
222,947
+124,777
3298
$3.3M ﹤0.01%
164,406
-53,520
3299
$3.3M ﹤0.01%
108,819
-463,025
3300
$3.3M ﹤0.01%
65,388
-2,974
130 131
132
133 134