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
3651
$2.09M ﹤0.01%
25,591
-453
3652
$2.08M ﹤0.01%
252,603
-47,070
3653
$2.08M ﹤0.01%
81,411
-29,831
3654
$2.08M ﹤0.01%
36,284
+10,476
3655
$2.07M ﹤0.01%
211,696
-102,579
3656
$2.07M ﹤0.01%
662,875
+148,291
3657
$2.07M ﹤0.01%
110,477
-31,723
3658
$2.07M ﹤0.01%
257,139
+43,866
3659
$2.06M ﹤0.01%
154,501
+44,166
3660
$2.06M ﹤0.01%
70,964
-87,392
3661
$2.06M ﹤0.01%
119,518
+29,682
3662
$2.06M ﹤0.01%
66,007
+875
3663
$2.06M ﹤0.01%
81,425
-133,621
3664
$2.06M ﹤0.01%
129,031
+24,260
3665
$2.05M ﹤0.01%
73,386
+10,861
3666
$2.05M ﹤0.01%
141,370
+3,668
3667
$2.05M ﹤0.01%
275,617
-121,641
3668
$2.04M ﹤0.01%
21,767
-357
3669
$2.04M ﹤0.01%
55,082
+17,568
3670
$2.03M ﹤0.01%
203,926
-51,265
3671
$2.03M ﹤0.01%
80,731
+17,455
3672
$2.03M ﹤0.01%
382,307
-2,083,451
3673
$2.03M ﹤0.01%
1,178,128
-536,140
3674
$2.03M ﹤0.01%
41,732
+2,365
3675
$2.01M ﹤0.01%
41,056
-47,814
145 146
147
148 149