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
3951
$1.36M ﹤0.01%
168,289
+46,174
3952
$1.36M ﹤0.01%
27,048
-110,682
3953
$1.36M ﹤0.01%
130,527
-192,819
3954
$1.36M ﹤0.01%
510,232
-1,037,521
3955
$1.35M ﹤0.01%
1,228,867
-157,552
3956
$1.35M ﹤0.01%
457,492
+343,419
3957
$1.34M ﹤0.01%
50,679
+3,528
3958
$1.33M ﹤0.01%
67,905
+4,562
3959
$1.33M ﹤0.01%
73,018
-1,115
3960
$1.33M ﹤0.01%
52,986
+50,062
3961
$1.33M ﹤0.01%
414,295
-821,619
3962
$1.33M ﹤0.01%
48,051
+645
3963
$1.33M ﹤0.01%
123,036
-92,573
3964
$1.32M ﹤0.01%
23,284
+4,469
3965
$1.32M ﹤0.01%
13,222
+9,185
3966
$1.32M ﹤0.01%
48,865
-40,767
3967
$1.32M ﹤0.01%
129,846
-10,898
3968
$1.32M ﹤0.01%
115,417
+12,738
3969
$1.32M ﹤0.01%
19,569
-28,537
3970
$1.31M ﹤0.01%
87,396
-7,647
3971
$1.31M ﹤0.01%
111,191
-16,584
3972
$1.31M ﹤0.01%
36,931
+12,985
3973
$1.3M ﹤0.01%
281,558
-34,294
3974
$1.3M ﹤0.01%
16,539
+10,577
3975
$1.3M ﹤0.01%
102,714
+76,881
157 158
159
160 161