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
3826
$1.62M ﹤0.01%
53,750
+8,448
3827
$1.61M ﹤0.01%
282,616
-103,731
3828
$1.61M ﹤0.01%
84,234
+2,452
3829
$1.6M ﹤0.01%
150,079
-72,489
3830
$1.6M ﹤0.01%
63,552
+11,733
3831
$1.6M ﹤0.01%
155,494
-53,392
3832
$1.6M ﹤0.01%
+94,267
3833
$1.59M ﹤0.01%
89,823
+15,656
3834
$1.59M ﹤0.01%
160,167
-23,637
3835
$1.59M ﹤0.01%
272,991
+24,515
3836
$1.58M ﹤0.01%
319,949
+19,598
3837
$1.58M ﹤0.01%
70,940
+48,275
3838
$1.58M ﹤0.01%
33,849
-4,982
3839
$1.58M ﹤0.01%
17,467
-3,338
3840
$1.58M ﹤0.01%
45,605
+5,351
3841
$1.58M ﹤0.01%
55,432
-14,080
3842
$1.58M ﹤0.01%
325,263
-45,946
3843
$1.58M ﹤0.01%
68,255
+43,039
3844
$1.58M ﹤0.01%
20,337
-38,065
3845
$1.57M ﹤0.01%
51,477
+2,621
3846
$1.57M ﹤0.01%
329,055
-36,751
3847
$1.56M ﹤0.01%
22,532
-6,818
3848
$1.56M ﹤0.01%
478,430
+145,270
3849
$1.56M ﹤0.01%
11,132
+6,067
3850
$1.56M ﹤0.01%
234,414
-27,508
152 153
154
155 156