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
7926
$2.73K ﹤0.01%
250
7927
$2.73K ﹤0.01%
13,319
+2,319
7928
$2.72K ﹤0.01%
290
+253
7929
$2.71K ﹤0.01%
1,002
-874
7930
$2.71K ﹤0.01%
+100
7931
$2.7K ﹤0.01%
15,698
+12,908
7932
$2.65K ﹤0.01%
104
+30
7933
$2.65K ﹤0.01%
+76
7934
$2.65K ﹤0.01%
326
-2,273
7935
$2.64K ﹤0.01%
99
-1
7936
$2.64K ﹤0.01%
+109
7937
$2.63K ﹤0.01%
91
-310
7938
$2.61K ﹤0.01%
2,792
-8,053
7939
$2.61K ﹤0.01%
+99
7940
$2.58K ﹤0.01%
11
-1
7941
$2.58K ﹤0.01%
124
-359
7942
$2.58K ﹤0.01%
433
+186
7943
$2.57K ﹤0.01%
+29,559
7944
$2.57K ﹤0.01%
79
-78
7945
$2.56K ﹤0.01%
+98
7946
$2.55K ﹤0.01%
773
+589
7947
$2.55K ﹤0.01%
1,746
-4,567
7948
$2.55K ﹤0.01%
1,036
-25,858
7949
$2.54K ﹤0.01%
+2,162
7950
$2.54K ﹤0.01%
157
-100
316 317
318
319 320