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
5301
$197K ﹤0.01%
28,482
-64,819
5302
$197K ﹤0.01%
23,593
-3,033
5303
$196K ﹤0.01%
31,937
-9,585
5304
$196K ﹤0.01%
16,479
+11,001
5305
$196K ﹤0.01%
20,105
+1,396
5306
$196K ﹤0.01%
10,004
+3,545
5307
$196K ﹤0.01%
17,542
+3,423
5308
$196K ﹤0.01%
61,343
+37,604
5309
$196K ﹤0.01%
6,270
+4,581
5310
$195K ﹤0.01%
+6,775
5311
$195K ﹤0.01%
15,148
-10,343
5312
$195K ﹤0.01%
50,391
+37,337
5313
$194K ﹤0.01%
10,506
-21,773
5314
$194K ﹤0.01%
31,810
+6,701
5315
$193K ﹤0.01%
8,715
+7,516
5316
$193K ﹤0.01%
22,865
+1,464
5317
$193K ﹤0.01%
14,232
-8,099
5318
$192K ﹤0.01%
13,999
-38,334
5319
$191K ﹤0.01%
4,842
+4,087
5320
$190K ﹤0.01%
+15,993
5321
$190K ﹤0.01%
15,231
+285
5322
$190K ﹤0.01%
63,568
-9,345
5323
$190K ﹤0.01%
138,433
-54,735
5324
$190K ﹤0.01%
6,981
+6,685
5325
$189K ﹤0.01%
7,799
-257
211 212
213
214 215