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
3601
$2.25M ﹤0.01%
164,346
+71,308
3602
$2.25M ﹤0.01%
92,058
-98,268
3603
$2.24M ﹤0.01%
34,288
-712
3604
$2.24M ﹤0.01%
76,381
+35,074
3605
$2.23M ﹤0.01%
81,458
-49,494
3606
$2.23M ﹤0.01%
46,913
+46,113
3607
$2.22M ﹤0.01%
63,388
+22,412
3608
$2.21M ﹤0.01%
196,409
+168,650
3609
$2.21M ﹤0.01%
103,796
-15,481
3610
$2.2M ﹤0.01%
67,085
+171
3611
$2.2M ﹤0.01%
445,820
-283,219
3612
$2.2M ﹤0.01%
290,895
-436,780
3613
$2.2M ﹤0.01%
83,323
+8,836
3614
$2.19M ﹤0.01%
54,012
-23,825
3615
$2.18M ﹤0.01%
134,388
-15,780
3616
$2.18M ﹤0.01%
43,287
-623
3617
$2.18M ﹤0.01%
26,003
+2,791
3618
$2.18M ﹤0.01%
12,531
-162
3619
$2.18M ﹤0.01%
228,420
-2,906
3620
$2.18M ﹤0.01%
25,778
+3,231
3621
$2.17M ﹤0.01%
10,381
+3,562
3622
$2.17M ﹤0.01%
35,599
+11,115
3623
$2.16M ﹤0.01%
367,445
+4,183
3624
$2.16M ﹤0.01%
150,623
+35,747
3625
$2.16M ﹤0.01%
243,433
-53,544
143 144
145
146 147