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
4426
$700K ﹤0.01%
46,421
-2,626
4427
$698K ﹤0.01%
55,880
+29,402
4428
$696K ﹤0.01%
45,812
-103,851
4429
$696K ﹤0.01%
108,452
-9,936
4430
$696K ﹤0.01%
25,102
-1,890
4431
$693K ﹤0.01%
3,042
+2,002
4432
$690K ﹤0.01%
81,596
+21,418
4433
$690K ﹤0.01%
68,239
-15,675
4434
$690K ﹤0.01%
100,531
+67,434
4435
$688K ﹤0.01%
9,422
-888
4436
$685K ﹤0.01%
+338,927
4437
$684K ﹤0.01%
24,019
-7,534
4438
$681K ﹤0.01%
82,604
-36,107
4439
$679K ﹤0.01%
15,772
-71,819
4440
$679K ﹤0.01%
490,200
+55,643
4441
$678K ﹤0.01%
56,562
-10,031
4442
$677K ﹤0.01%
72,177
-388
4443
$673K ﹤0.01%
51,072
+9,717
4444
$673K ﹤0.01%
47,124
-69,179
4445
$672K ﹤0.01%
67,788
+7,959
4446
$671K ﹤0.01%
66,614
-7,154
4447
$671K ﹤0.01%
192,292
+91,287
4448
$671K ﹤0.01%
82,825
-20,612
4449
$670K ﹤0.01%
12,527
-597
4450
$669K ﹤0.01%
88,781
-9,417
176 177
178
179 180