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
3876
$1.5M ﹤0.01%
33,886
-142,560
3877
$1.5M ﹤0.01%
21,923
-506
3878
$1.5M ﹤0.01%
16,162
-323
3879
$1.5M ﹤0.01%
74,980
-13,008
3880
$1.5M ﹤0.01%
524,162
-9,962
3881
$1.49M ﹤0.01%
345,658
+288,762
3882
$1.49M ﹤0.01%
635,083
+566,411
3883
$1.49M ﹤0.01%
47,828
+18,426
3884
$1.49M ﹤0.01%
196,440
-85,233
3885
$1.49M ﹤0.01%
165,927
+16,599
3886
$1.49M ﹤0.01%
23,381
-4,116
3887
$1.49M ﹤0.01%
64,289
+1,224
3888
$1.48M ﹤0.01%
102,118
-370,166
3889
$1.48M ﹤0.01%
1,368,766
+237,010
3890
$1.48M ﹤0.01%
203,207
+90,022
3891
$1.48M ﹤0.01%
258,601
+214,038
3892
$1.48M ﹤0.01%
247,231
-114,341
3893
$1.47M ﹤0.01%
1,302,656
+430,281
3894
$1.47M ﹤0.01%
149,331
-262
3895
$1.47M ﹤0.01%
116,164
-13,966
3896
$1.47M ﹤0.01%
138,864
-15,040
3897
$1.46M ﹤0.01%
34,523
+23,688
3898
$1.46M ﹤0.01%
20,827
+2,566
3899
$1.45M ﹤0.01%
249,905
-3,425
3900
$1.45M ﹤0.01%
1,036,080
-71,714
154 155
156
157 158