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
4001
$1.24M ﹤0.01%
13,957
-6,327
4002
$1.24M ﹤0.01%
16,440
+16,335
4003
$1.24M ﹤0.01%
141,931
+52,403
4004
$1.24M ﹤0.01%
70,270
-11,501
4005
$1.24M ﹤0.01%
22,155
+8,916
4006
$1.24M ﹤0.01%
42,266
-14,416
4007
$1.24M ﹤0.01%
46,110
-1,992
4008
$1.24M ﹤0.01%
193,432
-1,357
4009
$1.24M ﹤0.01%
96,430
+13,118
4010
$1.23M ﹤0.01%
36,250
+3,867
4011
$1.23M ﹤0.01%
130,455
+52,812
4012
$1.23M ﹤0.01%
13,936
+2,914
4013
$1.23M ﹤0.01%
1,886,911
+171,216
4014
$1.23M ﹤0.01%
46,266
-6,445
4015
$1.23M ﹤0.01%
54,481
-6,112
4016
$1.23M ﹤0.01%
82,512
-6,218
4017
$1.23M ﹤0.01%
100,786
-515
4018
$1.23M ﹤0.01%
555,453
-1,395,690
4019
$1.23M ﹤0.01%
28,258
-1,408
4020
$1.23M ﹤0.01%
203,504
-119,302
4021
$1.23M ﹤0.01%
11,895
-9,034
4022
$1.23M ﹤0.01%
1,551,081
+447,688
4023
$1.22M ﹤0.01%
728,822
+279,969
4024
$1.22M ﹤0.01%
74,832
-9,533
4025
$1.22M ﹤0.01%
188,531
-41,629
159 160
161
162 163