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
3376
$3.03M ﹤0.01%
113,690
+8,060
3377
$3.03M ﹤0.01%
244,479
-126,808
3378
$3.02M ﹤0.01%
124,967
-79,613
3379
$3.02M ﹤0.01%
297,836
-175,993
3380
$3.02M ﹤0.01%
40,521
-4,168
3381
$3.01M ﹤0.01%
65,763
-28,891
3382
$3M ﹤0.01%
1,049,161
+1,045,937
3383
$3M ﹤0.01%
1,714,503
+1,187,497
3384
$3M ﹤0.01%
73,434
-637
3385
$3M ﹤0.01%
422,713
-90,283
3386
$2.99M ﹤0.01%
100,559
-12,738
3387
$2.98M ﹤0.01%
279,127
-414,341
3388
$2.98M ﹤0.01%
1,110,121
+934,653
3389
$2.97M ﹤0.01%
104,536
-29,569
3390
$2.96M ﹤0.01%
25,952
-5,345
3391
$2.96M ﹤0.01%
263,280
-24,805
3392
$2.96M ﹤0.01%
311,433
-21,578
3393
$2.95M ﹤0.01%
221,099
+135,324
3394
$2.95M ﹤0.01%
144,220
-112,759
3395
$2.95M ﹤0.01%
186,052
-89,435
3396
$2.95M ﹤0.01%
45,968
-4,197
3397
$2.94M ﹤0.01%
281,223
-217,688
3398
$2.94M ﹤0.01%
138,981
-1,021
3399
$2.94M ﹤0.01%
125,601
+64,475
3400
$2.94M ﹤0.01%
150,678
-26,656
134 135
136
137 138