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
4151
$1.05M ﹤0.01%
92,660
+57,712
4152
$1.05M ﹤0.01%
57,894
-21,762
4153
$1.04M ﹤0.01%
378,414
-137,860
4154
$1.04M ﹤0.01%
385,187
+33,435
4155
$1.04M ﹤0.01%
51,097
+49,097
4156
$1.04M ﹤0.01%
71,774
+2,683
4157
$1.04M ﹤0.01%
28,292
-7,274
4158
$1.04M ﹤0.01%
8,172
+6,378
4159
$1.03M ﹤0.01%
+32,148
4160
$1.03M ﹤0.01%
300,725
+267,749
4161
$1.03M ﹤0.01%
15,313
+3,245
4162
$1.03M ﹤0.01%
168,051
-447,846
4163
$1.03M ﹤0.01%
113,433
+72,075
4164
$1.03M ﹤0.01%
37,711
+12,598
4165
$1.02M ﹤0.01%
71,285
-302
4166
$1.02M ﹤0.01%
72,808
+55,692
4167
$1.02M ﹤0.01%
162,554
-12,319
4168
$1.01M ﹤0.01%
165,485
-4,235
4169
$1.01M ﹤0.01%
65,902
-2,861
4170
$1.01M ﹤0.01%
133,824
+15,078
4171
$1M ﹤0.01%
155,863
-130,434
4172
$1M ﹤0.01%
8,775
+5,065
4173
$1M ﹤0.01%
93,232
-17,591
4174
$1M ﹤0.01%
469,518
-102,230
4175
$998K ﹤0.01%
26,600
-11,463
165 166
167
168 169