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
4026
$1.22M ﹤0.01%
403,234
+98,225
4027
$1.22M ﹤0.01%
163,064
-180,754
4028
$1.22M ﹤0.01%
18,042
-205
4029
$1.21M ﹤0.01%
54,192
+11,625
4030
$1.21M ﹤0.01%
98,182
-16,925
4031
$1.21M ﹤0.01%
57,728
+15,106
4032
$1.21M ﹤0.01%
78,226
-3,553
4033
$1.21M ﹤0.01%
41,598
-12,627
4034
$1.21M ﹤0.01%
51,965
+41,365
4035
$1.2M ﹤0.01%
256,361
+33,613
4036
$1.2M ﹤0.01%
355,932
+156,622
4037
$1.2M ﹤0.01%
243,434
+18,845
4038
$1.2M ﹤0.01%
105,840
+15,683
4039
$1.2M ﹤0.01%
100,137
+5,158
4040
$1.2M ﹤0.01%
119,955
-26,605
4041
$1.2M ﹤0.01%
40,438
+3,048
4042
$1.2M ﹤0.01%
49,420
-29,288
4043
$1.2M ﹤0.01%
15,877
+2,415
4044
$1.19M ﹤0.01%
72,799
-133,943
4045
$1.19M ﹤0.01%
40,323
+23,340
4046
$1.19M ﹤0.01%
167,906
+137,137
4047
$1.19M ﹤0.01%
74,213
-71,586
4048
$1.19M ﹤0.01%
17,585
-7,292
4049
$1.19M ﹤0.01%
16,060
-116
4050
$1.19M ﹤0.01%
10,251
-1,336
160 161
162
163 164