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
3776
$1.78M ﹤0.01%
888,868
-52,390
3777
$1.77M ﹤0.01%
50,924
+18,598
3778
$1.77M ﹤0.01%
32,591
+3,608
3779
$1.76M ﹤0.01%
75,986
+69,624
3780
$1.76M ﹤0.01%
2,006,765
+1,237,202
3781
$1.76M ﹤0.01%
81,307
+48,677
3782
$1.75M ﹤0.01%
140,495
-27,758
3783
$1.73M ﹤0.01%
353,250
+22,434
3784
$1.73M ﹤0.01%
30,620
+9,740
3785
$1.73M ﹤0.01%
69,598
+13,803
3786
$1.73M ﹤0.01%
53,394
+29,754
3787
$1.73M ﹤0.01%
66,292
-25,901
3788
$1.73M ﹤0.01%
136,942
+4,439
3789
$1.73M ﹤0.01%
86,027
-18,532
3790
$1.73M ﹤0.01%
185,425
+18,053
3791
$1.72M ﹤0.01%
48,799
+1,243
3792
$1.72M ﹤0.01%
412,302
+244,208
3793
$1.71M ﹤0.01%
23,684
+1,082
3794
$1.71M ﹤0.01%
41,247
+3,419
3795
$1.71M ﹤0.01%
55,510
-11,814
3796
$1.71M ﹤0.01%
47,446
-38,484
3797
$1.71M ﹤0.01%
113,320
-53,257
3798
$1.7M ﹤0.01%
80,786
+37,827
3799
$1.7M ﹤0.01%
176,789
-97,886
3800
$1.7M ﹤0.01%
109,435
-37,802
150 151
152
153 154