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
4301
$843K ﹤0.01%
88,532
-37,460
4302
$841K ﹤0.01%
88,567
-1,889
4303
$840K ﹤0.01%
46,715
+33,048
4304
$838K ﹤0.01%
35,467
-22,969
4305
$838K ﹤0.01%
63,654
-65,851
4306
$834K ﹤0.01%
16,522
+4,955
4307
$834K ﹤0.01%
+54,212
4308
$833K ﹤0.01%
907,278
+111,487
4309
$831K ﹤0.01%
17,667
-6,282
4310
$831K ﹤0.01%
41,658
-9,935
4311
$829K ﹤0.01%
101,698
+10,698
4312
$828K ﹤0.01%
132,270
+21,237
4313
$828K ﹤0.01%
279,667
+124,096
4314
$828K ﹤0.01%
49,737
-1,666
4315
$826K ﹤0.01%
23,678
+2,788
4316
$824K ﹤0.01%
502,264
+478,032
4317
$823K ﹤0.01%
42,226
-85,699
4318
$822K ﹤0.01%
+21,570
4319
$822K ﹤0.01%
117,488
+102,427
4320
$822K ﹤0.01%
29,345
+4,133
4321
$821K ﹤0.01%
14,772
+14,474
4322
$819K ﹤0.01%
180,847
-47,408
4323
$819K ﹤0.01%
27,869
-27,707
4324
$819K ﹤0.01%
545,815
-384,911
4325
$815K ﹤0.01%
110,030
-4,996
171 172
173
174 175