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
4051
$1.18M ﹤0.01%
65,330
+4,968
4052
$1.18M ﹤0.01%
706,869
+177,921
4053
$1.18M ﹤0.01%
133,250
+10,442
4054
$1.18M ﹤0.01%
11,672
-3,896
4055
$1.17M ﹤0.01%
79,444
-1,256
4056
$1.17M ﹤0.01%
210,944
-83,474
4057
$1.17M ﹤0.01%
9,281
+1,861
4058
$1.17M ﹤0.01%
61,694
-1,817
4059
$1.17M ﹤0.01%
10,562
-3,930
4060
$1.17M ﹤0.01%
19,041
+18,971
4061
$1.17M ﹤0.01%
39,289
+9,244
4062
$1.17M ﹤0.01%
557,959
+138,363
4063
$1.17M ﹤0.01%
37,861
+4,119
4064
$1.16M ﹤0.01%
112,713
-235,916
4065
$1.16M ﹤0.01%
92,074
+31,226
4066
$1.15M ﹤0.01%
199,741
+2,500
4067
$1.15M ﹤0.01%
66,031
+2,669
4068
$1.15M ﹤0.01%
84,215
-4,474
4069
$1.15M ﹤0.01%
120,885
+37,059
4070
$1.15M ﹤0.01%
94,627
-311,734
4071
$1.15M ﹤0.01%
71,974
-186
4072
$1.15M ﹤0.01%
40,971
-4,894
4073
$1.14M ﹤0.01%
246,706
-19,249
4074
$1.14M ﹤0.01%
130,077
+23,610
4075
$1.14M ﹤0.01%
171,831
-6,013
161 162
163
164 165