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
3451
$2.74M ﹤0.01%
71,669
-58,746
3452
$2.74M ﹤0.01%
2,491,338
-2,905,619
3453
$2.74M ﹤0.01%
3,766
-12,713
3454
$2.74M ﹤0.01%
109,011
+33,432
3455
$2.74M ﹤0.01%
163,954
-32,688
3456
$2.73M ﹤0.01%
335,478
-368,898
3457
$2.73M ﹤0.01%
89,696
-44,824
3458
$2.73M ﹤0.01%
257,503
-18,056
3459
$2.73M ﹤0.01%
136,078
+2,457
3460
$2.72M ﹤0.01%
57,668
-881
3461
$2.72M ﹤0.01%
60,508
+1,222
3462
$2.72M ﹤0.01%
53,142
-220,334
3463
$2.71M ﹤0.01%
636,674
+487,266
3464
$2.71M ﹤0.01%
261,427
-218,230
3465
$2.71M ﹤0.01%
265,521
-18,147
3466
$2.7M ﹤0.01%
25,490
+110
3467
$2.7M ﹤0.01%
2,284,278
+798,263
3468
$2.69M ﹤0.01%
272,879
-41,468
3469
$2.69M ﹤0.01%
533,644
+13,984
3470
$2.69M ﹤0.01%
420,388
-15,455
3471
$2.68M ﹤0.01%
139,201
-14,305
3472
$2.68M ﹤0.01%
218,258
+182,421
3473
$2.68M ﹤0.01%
61,600
+2,954
3474
$2.67M ﹤0.01%
58,842
-5,021
3475
$2.66M ﹤0.01%
25,645
+24,161
137 138
139
140 141