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
3851
$1.56M ﹤0.01%
150,285
+104,643
3852
$1.56M ﹤0.01%
152,689
-53,443
3853
$1.56M ﹤0.01%
33,278
-309
3854
$1.54M ﹤0.01%
63,377
-11,605
3855
$1.53M ﹤0.01%
121,804
+83,566
3856
$1.53M ﹤0.01%
871,692
-979,001
3857
$1.53M ﹤0.01%
209,939
+4,403
3858
$1.53M ﹤0.01%
151,295
-7,755
3859
$1.53M ﹤0.01%
66,998
+1,189
3860
$1.52M ﹤0.01%
151,161
+34,781
3861
$1.52M ﹤0.01%
+124,340
3862
$1.52M ﹤0.01%
119,543
+26,095
3863
$1.52M ﹤0.01%
39,916
-38,513
3864
$1.52M ﹤0.01%
95,119
+69,736
3865
$1.52M ﹤0.01%
861,366
+59,007
3866
$1.52M ﹤0.01%
25,593
+4,114
3867
$1.51M ﹤0.01%
144,555
+104,333
3868
$1.51M ﹤0.01%
560,827
-985,334
3869
$1.51M ﹤0.01%
69,936
-5,459
3870
$1.51M ﹤0.01%
411,988
+107,925
3871
$1.51M ﹤0.01%
53,653
+36,333
3872
$1.51M ﹤0.01%
97,563
+52,413
3873
$1.51M ﹤0.01%
19,952
-26,323
3874
$1.5M ﹤0.01%
16,438
-2,552
3875
$1.5M ﹤0.01%
68,486
-24,546
153 154
155
156 157