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
3701
$1.95M ﹤0.01%
15,060
+257
3702
$1.94M ﹤0.01%
251,588
+183,097
3703
$1.94M ﹤0.01%
79,804
+46,058
3704
$1.94M ﹤0.01%
439,377
+205,978
3705
$1.94M ﹤0.01%
1,881,048
+1,571,571
3706
$1.93M ﹤0.01%
1,080,571
+477,700
3707
$1.93M ﹤0.01%
305,879
-32,596
3708
$1.93M ﹤0.01%
149,331
-43,002
3709
$1.92M ﹤0.01%
47,218
-11,497
3710
$1.92M ﹤0.01%
128,034
-7,929
3711
$1.91M ﹤0.01%
130,163
+37,006
3712
$1.91M ﹤0.01%
89,539
+29,352
3713
$1.91M ﹤0.01%
92,041
-117,405
3714
$1.91M ﹤0.01%
530,903
+359,585
3715
$1.9M ﹤0.01%
112,076
+10,624
3716
$1.9M ﹤0.01%
564,629
-996,389
3717
$1.9M ﹤0.01%
203,928
-55,769
3718
$1.9M ﹤0.01%
123,127
+19,590
3719
$1.9M ﹤0.01%
43,278
-4,298
3720
$1.89M ﹤0.01%
343,904
-52,241
3721
$1.89M ﹤0.01%
34,419
-59,520
3722
$1.89M ﹤0.01%
41,476
+23,845
3723
$1.89M ﹤0.01%
15,147
-4,910
3724
$1.89M ﹤0.01%
163,545
+14,034
3725
$1.88M ﹤0.01%
185,877
+16,374
147 148
149
150 151