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
3576
$2.35M ﹤0.01%
139,392
+31,683
3577
$2.34M ﹤0.01%
137,397
+46,902
3578
$2.34M ﹤0.01%
843,193
+266,296
3579
$2.33M ﹤0.01%
102,206
-21,365
3580
$2.33M ﹤0.01%
181,480
+46,296
3581
$2.32M ﹤0.01%
64,491
+11,046
3582
$2.32M ﹤0.01%
270,902
+10,849
3583
$2.32M ﹤0.01%
102,582
-3,195
3584
$2.32M ﹤0.01%
94,808
+5,430
3585
$2.32M ﹤0.01%
321,419
-23,374
3586
$2.32M ﹤0.01%
101,965
+10,434
3587
$2.32M ﹤0.01%
344,051
+155,854
3588
$2.31M ﹤0.01%
80,145
+49,015
3589
$2.31M ﹤0.01%
1,227,002
-594,126
3590
$2.3M ﹤0.01%
125,202
+47,865
3591
$2.3M ﹤0.01%
247,764
-7,496
3592
$2.3M ﹤0.01%
534,636
+370,321
3593
$2.3M ﹤0.01%
141,680
-2,416
3594
$2.29M ﹤0.01%
162,289
+2,916
3595
$2.29M ﹤0.01%
335,228
-16,777
3596
$2.29M ﹤0.01%
254,536
-10,107
3597
$2.28M ﹤0.01%
375,117
-758,494
3598
$2.27M ﹤0.01%
93,973
-103,386
3599
$2.27M ﹤0.01%
104,927
-64,848
3600
$2.26M ﹤0.01%
111,262
-13,841
142 143
144
145 146