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
3501
$2.6M ﹤0.01%
965,852
+479,240
3502
$2.6M ﹤0.01%
36,376
+5,394
3503
$2.59M ﹤0.01%
89,324
-64,418
3504
$2.59M ﹤0.01%
169,967
-12,738
3505
$2.59M ﹤0.01%
36,666
+965
3506
$2.58M ﹤0.01%
60,137
+59,745
3507
$2.58M ﹤0.01%
151,164
-75,016
3508
$2.58M ﹤0.01%
117,947
-154,484
3509
$2.58M ﹤0.01%
933,106
+531,448
3510
$2.57M ﹤0.01%
104,296
+76,730
3511
$2.57M ﹤0.01%
249,425
+16,368
3512
$2.56M ﹤0.01%
194,388
+106,063
3513
$2.56M ﹤0.01%
77,166
+1,215
3514
$2.55M ﹤0.01%
211,664
-6,162
3515
$2.55M ﹤0.01%
161,784
-20,856
3516
$2.55M ﹤0.01%
99,474
+12,519
3517
$2.55M ﹤0.01%
214,300
+47,404
3518
$2.55M ﹤0.01%
434,030
+121,174
3519
$2.54M ﹤0.01%
62,661
-1,517
3520
$2.53M ﹤0.01%
63,657
-78,349
3521
$2.53M ﹤0.01%
57,721
-2,285
3522
$2.53M ﹤0.01%
278,824
+65,056
3523
$2.53M ﹤0.01%
33,976
-26,954
3524
$2.53M ﹤0.01%
87,916
-40,822
3525
$2.53M ﹤0.01%
880,599
-1,349,838
139 140
141
142 143