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
4851
$376K ﹤0.01%
4,812
-498
4852
$376K ﹤0.01%
33,888
-35,751
4853
$376K ﹤0.01%
34,817
+517
4854
$374K ﹤0.01%
6,553
+6,496
4855
$374K ﹤0.01%
11,321
+8,134
4856
$373K ﹤0.01%
17,870
+582
4857
$373K ﹤0.01%
12,224
-914
4858
$372K ﹤0.01%
9,598
+1,061
4859
$372K ﹤0.01%
9,600
-2,525
4860
$372K ﹤0.01%
10,505
+7,516
4861
$371K ﹤0.01%
60,338
-13,139
4862
$370K ﹤0.01%
6,962
+4,138
4863
$370K ﹤0.01%
+8,567
4864
$368K ﹤0.01%
93,629
+77,157
4865
$368K ﹤0.01%
10,082
-6,202
4866
$365K ﹤0.01%
20,621
-2,253
4867
$364K ﹤0.01%
17,440
+3,607
4868
$364K ﹤0.01%
11,075
+347
4869
$363K ﹤0.01%
9,463
+5,284
4870
$363K ﹤0.01%
3,384
-2,664
4871
$362K ﹤0.01%
112,135
+18,802
4872
$362K ﹤0.01%
+86,716
4873
$361K ﹤0.01%
+6,753
4874
$361K ﹤0.01%
30,500
-18,632
4875
$360K ﹤0.01%
25,142
-13,722
193 194
195
196 197