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
4126
$1.08M ﹤0.01%
33,619
+20,963
4127
$1.08M ﹤0.01%
290,654
-9,175
4128
$1.08M ﹤0.01%
623,246
+92,072
4129
$1.08M ﹤0.01%
24,534
-7,070
4130
$1.08M ﹤0.01%
73,879
+21,344
4131
$1.08M ﹤0.01%
186,383
-15,589
4132
$1.08M ﹤0.01%
14,570
+4,471
4133
$1.07M ﹤0.01%
137,315
+1,067
4134
$1.07M ﹤0.01%
172,343
-242,300
4135
$1.07M ﹤0.01%
26,097
+8,357
4136
$1.06M ﹤0.01%
133,880
+35,679
4137
$1.06M ﹤0.01%
844,082
+714,742
4138
$1.06M ﹤0.01%
26,153
+14,508
4139
$1.06M ﹤0.01%
5,984
+3,810
4140
$1.06M ﹤0.01%
46,222
-24,358
4141
$1.06M ﹤0.01%
81,757
+46,885
4142
$1.06M ﹤0.01%
121,408
-171,321
4143
$1.06M ﹤0.01%
187,094
+30,288
4144
$1.06M ﹤0.01%
73,483
-996,726
4145
$1.05M ﹤0.01%
83,520
-6,494
4146
$1.05M ﹤0.01%
81,402
-34,906
4147
$1.05M ﹤0.01%
67,843
+1,026
4148
$1.05M ﹤0.01%
784,762
-267,972
4149
$1.05M ﹤0.01%
94,013
-5,241
4150
$1.05M ﹤0.01%
14,596
+2,426
164 165
166
167 168