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
3901
$1.45M ﹤0.01%
2,492,230
-372,847
3902
$1.45M ﹤0.01%
84,116
+23,552
3903
$1.45M ﹤0.01%
55,391
-10,123
3904
$1.45M ﹤0.01%
38,975
+15,459
3905
$1.45M ﹤0.01%
121,267
-28,297
3906
$1.45M ﹤0.01%
125,459
-48,839
3907
$1.45M ﹤0.01%
128,919
-8,765
3908
$1.45M ﹤0.01%
148,305
+52,858
3909
$1.45M ﹤0.01%
49,459
+12,244
3910
$1.44M ﹤0.01%
172,823
-47,860
3911
$1.44M ﹤0.01%
80,811
+40,141
3912
$1.44M ﹤0.01%
52,705
+1,648
3913
$1.44M ﹤0.01%
66,813
+19,942
3914
$1.44M ﹤0.01%
171,548
+107,003
3915
$1.43M ﹤0.01%
139,284
+53,317
3916
$1.43M ﹤0.01%
42,027
+77
3917
$1.43M ﹤0.01%
245,312
-20,853
3918
$1.43M ﹤0.01%
32,656
+2,974
3919
$1.43M ﹤0.01%
509,052
-2,381,763
3920
$1.43M ﹤0.01%
64,608
+21,747
3921
$1.43M ﹤0.01%
526,697
-348,747
3922
$1.43M ﹤0.01%
67,236
-6,127
3923
$1.43M ﹤0.01%
199,569
+6,266
3924
$1.43M ﹤0.01%
72,351
-12,802
3925
$1.43M ﹤0.01%
67,437
+12,367
155 156
157
158 159