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
3401
$2.93M ﹤0.01%
70,788
-3,704
3402
$2.93M ﹤0.01%
242,134
-59,379
3403
$2.93M ﹤0.01%
69,113
+47,709
3404
$2.92M ﹤0.01%
120,988
+83,601
3405
$2.91M ﹤0.01%
171,670
-3,037
3406
$2.91M ﹤0.01%
552,784
-31,932
3407
$2.91M ﹤0.01%
229,692
+97,987
3408
$2.91M ﹤0.01%
167,063
-82,247
3409
$2.9M ﹤0.01%
346,128
-172,866
3410
$2.9M ﹤0.01%
16,743
+743
3411
$2.9M ﹤0.01%
391,262
+381,347
3412
$2.9M ﹤0.01%
37,148
+1,021
3413
$2.88M ﹤0.01%
36,327
-9,378
3414
$2.88M ﹤0.01%
378,424
-147,489
3415
$2.87M ﹤0.01%
1,065
-83
3416
$2.87M ﹤0.01%
92,613
+11,522
3417
$2.87M ﹤0.01%
532,535
+171,918
3418
$2.87M ﹤0.01%
367,613
-338,663
3419
$2.87M ﹤0.01%
+105,275
3420
$2.87M ﹤0.01%
96,409
+14,989
3421
$2.86M ﹤0.01%
97,448
-6,925
3422
$2.86M ﹤0.01%
83,572
+2,740
3423
$2.85M ﹤0.01%
364,019
-28,710
3424
$2.84M ﹤0.01%
79,216
-3,826
3425
$2.84M ﹤0.01%
87,879
+66,923
135 136
137
138 139