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
3751
$1.83M ﹤0.01%
326,026
+29,730
3752
$1.83M ﹤0.01%
88,582
+39,853
3753
$1.83M ﹤0.01%
890,347
+22,430
3754
$1.82M ﹤0.01%
18,459
-2,256
3755
$1.82M ﹤0.01%
32,276
+16,935
3756
$1.82M ﹤0.01%
61,546
+36,630
3757
$1.82M ﹤0.01%
112,040
+85,347
3758
$1.82M ﹤0.01%
145,089
-7,409
3759
$1.82M ﹤0.01%
5,727
-2,079
3760
$1.81M ﹤0.01%
194,001
+29,875
3761
$1.81M ﹤0.01%
44,484
-580
3762
$1.81M ﹤0.01%
153,795
-62,089
3763
$1.81M ﹤0.01%
111,188
+7,052
3764
$1.81M ﹤0.01%
348,771
+9,908
3765
$1.8M ﹤0.01%
20,501
+814
3766
$1.8M ﹤0.01%
70,251
-19,397
3767
$1.8M ﹤0.01%
66,534
+14,534
3768
$1.8M ﹤0.01%
583,501
+305,576
3769
$1.8M ﹤0.01%
33,222
+19,097
3770
$1.79M ﹤0.01%
76,744
+55,509
3771
$1.79M ﹤0.01%
96,658
-12,162
3772
$1.79M ﹤0.01%
616,515
+284,716
3773
$1.79M ﹤0.01%
80,460
-3,440
3774
$1.78M ﹤0.01%
255,051
+116,797
3775
$1.78M ﹤0.01%
45,060
-3,843
149 150
151
152 153