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
3626
$2.16M ﹤0.01%
204,096
-22,030
3627
$2.15M ﹤0.01%
245,930
+194,796
3628
$2.15M ﹤0.01%
53,499
-13,884
3629
$2.15M ﹤0.01%
90,160
-533
3630
$2.15M ﹤0.01%
112,965
+4,123
3631
$2.14M ﹤0.01%
14,136
+483
3632
$2.14M ﹤0.01%
49,638
-15,105
3633
$2.14M ﹤0.01%
65,038
+960
3634
$2.14M ﹤0.01%
49,213
+2,034
3635
$2.14M ﹤0.01%
27,913
+4,028
3636
$2.13M ﹤0.01%
36,827
-1,272
3637
$2.13M ﹤0.01%
534,579
+52,386
3638
$2.13M ﹤0.01%
171,671
+32,786
3639
$2.12M ﹤0.01%
53,705
+576
3640
$2.12M ﹤0.01%
97,695
-12,985
3641
$2.11M ﹤0.01%
190,299
-17,359
3642
$2.11M ﹤0.01%
216,419
+77,321
3643
$2.11M ﹤0.01%
278,819
+43,106
3644
$2.11M ﹤0.01%
225,557
+40,388
3645
$2.11M ﹤0.01%
35,369
+1,381
3646
$2.1M ﹤0.01%
92,063
+60,761
3647
$2.1M ﹤0.01%
387,079
-182,947
3648
$2.1M ﹤0.01%
52,338
-9,024
3649
$2.1M ﹤0.01%
932,021
-1,716,119
3650
$2.09M ﹤0.01%
52,390
+12,293
144 145
146
147 148