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
4101
$1.1M ﹤0.01%
258,116
-277,704
4102
$1.1M ﹤0.01%
510,210
+107,813
4103
$1.1M ﹤0.01%
18,816
+3,272
4104
$1.1M ﹤0.01%
124,727
-26,237
4105
$1.1M ﹤0.01%
17,812
-798
4106
$1.1M ﹤0.01%
326,930
+93,029
4107
$1.1M ﹤0.01%
17,094
+2,089
4108
$1.09M ﹤0.01%
1,649,923
+258,066
4109
$1.09M ﹤0.01%
139,347
+8,283
4110
$1.09M ﹤0.01%
49,755
+13,532
4111
$1.09M ﹤0.01%
54,267
-11,903
4112
$1.09M ﹤0.01%
29,014
+1,533
4113
$1.09M ﹤0.01%
28,923
+9,445
4114
$1.09M ﹤0.01%
336,310
-7,992
4115
$1.09M ﹤0.01%
111,520
+108,851
4116
$1.09M ﹤0.01%
10,044
+988
4117
$1.09M ﹤0.01%
56,888
-7,509
4118
$1.08M ﹤0.01%
137,691
+16,967
4119
$1.08M ﹤0.01%
4,494
+1,523
4120
$1.08M ﹤0.01%
698,393
+123,247
4121
$1.08M ﹤0.01%
366,807
-463,590
4122
$1.08M ﹤0.01%
767,064
-117,454
4123
$1.08M ﹤0.01%
210,306
+210,247
4124
$1.08M ﹤0.01%
697,308
-92,983
4125
$1.08M ﹤0.01%
72,052
+34,227
163 164
165
166 167