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
3801
$1.7M ﹤0.01%
153,505
-137,012
3802
$1.7M ﹤0.01%
25,505
-68
3803
$1.69M ﹤0.01%
438,767
-1,032,664
3804
$1.69M ﹤0.01%
144,723
+30,595
3805
$1.69M ﹤0.01%
1,060,386
-267,011
3806
$1.68M ﹤0.01%
30,191
-2,204
3807
$1.68M ﹤0.01%
63,549
-13,962
3808
$1.66M ﹤0.01%
150,446
+2,022
3809
$1.66M ﹤0.01%
88,482
-5,044
3810
$1.66M ﹤0.01%
39,065
+38,611
3811
$1.66M ﹤0.01%
46,900
+17,227
3812
$1.66M ﹤0.01%
79,498
-6,526
3813
$1.65M ﹤0.01%
230,912
+14,135
3814
$1.65M ﹤0.01%
42,007
+13,301
3815
$1.64M ﹤0.01%
88,906
+4,154
3816
$1.64M ﹤0.01%
48,162
-5,854
3817
$1.64M ﹤0.01%
4,129
+843
3818
$1.64M ﹤0.01%
245,458
+23,429
3819
$1.64M ﹤0.01%
72,342
-5,170
3820
$1.64M ﹤0.01%
85,151
+31,291
3821
$1.63M ﹤0.01%
60,483
-24,931
3822
$1.63M ﹤0.01%
165,872
+60,198
3823
$1.63M ﹤0.01%
22,859
-5,259
3824
$1.63M ﹤0.01%
1,043,640
+50,780
3825
$1.62M ﹤0.01%
20,102
-13,419
151 152
153
154 155