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
5726
$104K ﹤0.01%
25,890
+24,991
5727
$104K ﹤0.01%
2,618
+2,523
5728
$104K ﹤0.01%
2,465
-1,211
5729
$104K ﹤0.01%
4,624
+4,074
5730
$103K ﹤0.01%
124,659
+96,784
5731
$103K ﹤0.01%
3,049
+2,235
5732
$103K ﹤0.01%
12,316
-55,293
5733
$103K ﹤0.01%
2,648
+2,644
5734
$102K ﹤0.01%
188
+179
5735
$102K ﹤0.01%
83,046
-35,064
5736
$102K ﹤0.01%
2,507
-3,048
5737
$102K ﹤0.01%
9,901
+2,201
5738
$102K ﹤0.01%
33,401
-8,228
5739
$102K ﹤0.01%
+3,304
5740
$102K ﹤0.01%
112,859
-15,331
5741
$101K ﹤0.01%
5,373
+5,126
5742
$101K ﹤0.01%
23,624
+2,777
5743
$101K ﹤0.01%
17,881
+2,429
5744
$101K ﹤0.01%
12,007
+3,240
5745
$101K ﹤0.01%
41,773
-8,315
5746
$101K ﹤0.01%
25,806
+11,874
5747
$101K ﹤0.01%
5,211
-4,377
5748
$101K ﹤0.01%
17,038
-5,325
5749
$100K ﹤0.01%
8,397
-9,755
5750
$100K ﹤0.01%
67,215
+39,648
228 229
230
231 232