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
3551
$2.44M ﹤0.01%
413,766
-407,287
3552
$2.43M ﹤0.01%
45,048
-4,634
3553
$2.43M ﹤0.01%
1,425,855
+304,303
3554
$2.43M ﹤0.01%
320,274
-808,321
3555
$2.43M ﹤0.01%
291,729
+120,022
3556
$2.42M ﹤0.01%
122,206
-227,342
3557
$2.42M ﹤0.01%
51,862
-48,426
3558
$2.42M ﹤0.01%
243,090
-6,515
3559
$2.42M ﹤0.01%
167,207
-128,469
3560
$2.41M ﹤0.01%
32,034
+12,377
3561
$2.41M ﹤0.01%
236,239
-24,897
3562
$2.41M ﹤0.01%
410,517
+328,398
3563
$2.41M ﹤0.01%
226,896
+83,070
3564
$2.4M ﹤0.01%
48,155
+14,436
3565
$2.4M ﹤0.01%
198,748
-146,384
3566
$2.4M ﹤0.01%
166,647
+166,632
3567
$2.38M ﹤0.01%
97,738
+36,583
3568
$2.38M ﹤0.01%
1,787,049
-523,001
3569
$2.38M ﹤0.01%
114,648
+83,691
3570
$2.36M ﹤0.01%
215,610
+208,432
3571
$2.36M ﹤0.01%
38,016
-7,194
3572
$2.35M ﹤0.01%
429,059
-483,907
3573
$2.35M ﹤0.01%
46,410
+2,884
3574
$2.35M ﹤0.01%
242,753
-9,172
3575
$2.35M ﹤0.01%
177,607
+136,162
141 142
143
144 145