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
3976
$1.3M ﹤0.01%
12,842
+1,626
3977
$1.3M ﹤0.01%
219,180
-138,989
3978
$1.29M ﹤0.01%
74,211
+1,172
3979
$1.29M ﹤0.01%
29,424
+237
3980
$1.28M ﹤0.01%
19,848
+14,898
3981
$1.28M ﹤0.01%
59,927
-20,942
3982
$1.28M ﹤0.01%
122,590
+374
3983
$1.28M ﹤0.01%
75,140
-24,432
3984
$1.27M ﹤0.01%
44,888
+26,187
3985
$1.27M ﹤0.01%
37,494
+32,360
3986
$1.27M ﹤0.01%
50,503
-118,297
3987
$1.27M ﹤0.01%
48,362
-3,059
3988
$1.27M ﹤0.01%
11,644
+5,669
3989
$1.26M ﹤0.01%
137,167
+19,250
3990
$1.26M ﹤0.01%
102,336
+3,968
3991
$1.26M ﹤0.01%
52,397
+18,187
3992
$1.26M ﹤0.01%
93,840
-16,660
3993
$1.26M ﹤0.01%
127,672
-4,136
3994
$1.25M ﹤0.01%
28,993
-1,335
3995
$1.25M ﹤0.01%
24,127
+1,106
3996
$1.25M ﹤0.01%
155,330
-186,748
3997
$1.25M ﹤0.01%
171,170
-88,014
3998
$1.25M ﹤0.01%
19,277
-43,340
3999
$1.25M ﹤0.01%
10,133
+114
4000
$1.24M ﹤0.01%
95,748
-39,604
158 159
160
161 162