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
3726
$1.88M ﹤0.01%
68,130
-11,744
3727
$1.88M ﹤0.01%
52,033
-67,774
3728
$1.88M ﹤0.01%
232,219
+11,398
3729
$1.88M ﹤0.01%
10,909
+5,821
3730
$1.88M ﹤0.01%
102,502
-23,309
3731
$1.88M ﹤0.01%
22,714
-76,637
3732
$1.88M ﹤0.01%
249,453
-395,383
3733
$1.87M ﹤0.01%
144,962
-5,216
3734
$1.87M ﹤0.01%
299,431
+90,343
3735
$1.87M ﹤0.01%
1,140,008
+1,020,493
3736
$1.87M ﹤0.01%
868,798
+118,408
3737
$1.87M ﹤0.01%
202,503
+47,539
3738
$1.87M ﹤0.01%
872,248
+69,641
3739
$1.87M ﹤0.01%
581,439
-130,442
3740
$1.86M ﹤0.01%
21,905
+10,842
3741
$1.86M ﹤0.01%
285,521
-26,213
3742
$1.85M ﹤0.01%
76,795
-1,255
3743
$1.85M ﹤0.01%
48,613
+30,220
3744
$1.85M ﹤0.01%
68,488
+53,749
3745
$1.84M ﹤0.01%
92,811
-204,190
3746
$1.84M ﹤0.01%
54,409
+22,601
3747
$1.84M ﹤0.01%
42,768
-13,711
3748
$1.84M ﹤0.01%
117,435
+86,323
3749
$1.83M ﹤0.01%
119,960
-55,718
3750
$1.83M ﹤0.01%
155,684
+53,726
148 149
150
151 152