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
3676
$2.01M ﹤0.01%
186,183
-142,527
3677
$2.01M ﹤0.01%
65,742
+58,835
3678
$2.01M ﹤0.01%
384,416
+34,426
3679
$2.01M ﹤0.01%
54,814
-5,414
3680
$2M ﹤0.01%
149,207
-11,430
3681
$1.99M ﹤0.01%
91,018
-6,356
3682
$1.98M ﹤0.01%
39,539
+2,491
3683
$1.98M ﹤0.01%
125,941
-128,282
3684
$1.98M ﹤0.01%
300,440
-72,832
3685
$1.98M ﹤0.01%
138,740
-12,996
3686
$1.97M ﹤0.01%
+105,304
3687
$1.97M ﹤0.01%
87,482
-82,879
3688
$1.97M ﹤0.01%
125,775
+26,490
3689
$1.97M ﹤0.01%
68,718
+29,146
3690
$1.97M ﹤0.01%
136,509
+48,764
3691
$1.97M ﹤0.01%
879,792
-553,073
3692
$1.97M ﹤0.01%
179,023
+26,719
3693
$1.96M ﹤0.01%
114,631
-2,383
3694
$1.96M ﹤0.01%
76,600
-57,270
3695
$1.96M ﹤0.01%
88,665
-17,554
3696
$1.96M ﹤0.01%
75,686
-306,195
3697
$1.96M ﹤0.01%
87,911
-28,522
3698
$1.95M ﹤0.01%
37,145
+16,102
3699
$1.95M ﹤0.01%
28,074
+3,577
3700
$1.95M ﹤0.01%
268,758
-10,103
146 147
148
149 150