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
4651
$502K ﹤0.01%
16,537
+7,974
4652
$502K ﹤0.01%
22,479
-9,728
4653
$497K ﹤0.01%
61,480
-53,692
4654
$497K ﹤0.01%
83,660
+46,300
4655
$495K ﹤0.01%
42,659
-6,042
4656
$495K ﹤0.01%
36,514
-9,003
4657
$494K ﹤0.01%
11,913
-15,070
4658
$494K ﹤0.01%
19,902
+6,126
4659
$494K ﹤0.01%
48,505
-250,468
4660
$494K ﹤0.01%
2,281
+1,082
4661
$493K ﹤0.01%
322,448
-603,018
4662
$490K ﹤0.01%
316,227
+115,995
4663
$489K ﹤0.01%
18,867
+10,873
4664
$488K ﹤0.01%
10,636
-897
4665
$488K ﹤0.01%
75,478
-46,797
4666
$487K ﹤0.01%
+7,684
4667
$487K ﹤0.01%
14,550
+4,839
4668
$486K ﹤0.01%
36,882
-62,678
4669
$485K ﹤0.01%
53,070
-165,151
4670
$485K ﹤0.01%
45,791
+45,789
4671
$485K ﹤0.01%
89,443
-152,907
4672
$485K ﹤0.01%
72,397
-50,680
4673
$484K ﹤0.01%
31,190
+22,460
4674
$484K ﹤0.01%
8,137
-5,466
4675
$483K ﹤0.01%
497,857
+263,039
185 186
187
188 189