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
3476
$2.66M ﹤0.01%
233,366
-3,127
3477
$2.66M ﹤0.01%
86,596
-8,873
3478
$2.66M ﹤0.01%
33,667
-912
3479
$2.65M ﹤0.01%
127,843
+33,789
3480
$2.65M ﹤0.01%
84,619
+71,826
3481
$2.65M ﹤0.01%
43,738
+22,024
3482
$2.65M ﹤0.01%
143,859
+5,533
3483
$2.64M ﹤0.01%
715,740
-73,384
3484
$2.64M ﹤0.01%
38,387
-140
3485
$2.64M ﹤0.01%
182,289
+67,457
3486
$2.64M ﹤0.01%
82,473
+4,348
3487
$2.63M ﹤0.01%
574,008
+50,961
3488
$2.63M ﹤0.01%
46,887
-2,524
3489
$2.63M ﹤0.01%
193,843
+143,776
3490
$2.63M ﹤0.01%
380,905
+235,169
3491
$2.63M ﹤0.01%
241,976
+2,753
3492
$2.62M ﹤0.01%
175,600
+16,871
3493
$2.62M ﹤0.01%
167,488
+92,937
3494
$2.62M ﹤0.01%
117,275
-159,915
3495
$2.62M ﹤0.01%
281,711
+134,708
3496
$2.62M ﹤0.01%
65,196
+3,643
3497
$2.61M ﹤0.01%
108,958
-8,784
3498
$2.61M ﹤0.01%
145,356
-8,755
3499
$2.61M ﹤0.01%
207,334
-14,607
3500
$2.6M ﹤0.01%
442,359
+316,046
138 139
140
141 142