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
7951
$2.52K ﹤0.01%
10,576
+8,093
7952
$2.51K ﹤0.01%
+102
7953
$2.5K ﹤0.01%
+100
7954
$2.5K ﹤0.01%
2,635
-6,683
7955
$2.5K ﹤0.01%
2,272
+54
7956
$2.5K ﹤0.01%
+100
7957
$2.5K ﹤0.01%
1,951
+831
7958
$2.49K ﹤0.01%
1,193
-3,282
7959
$2.49K ﹤0.01%
+100
7960
$2.48K ﹤0.01%
3,268
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7961
$2.47K ﹤0.01%
88
+40
7962
$2.47K ﹤0.01%
99
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7963
$2.47K ﹤0.01%
99
-2,950
7964
$2.46K ﹤0.01%
+87
7965
$2.45K ﹤0.01%
284
-1
7966
$2.45K ﹤0.01%
1,000
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7967
$2.44K ﹤0.01%
2,236
-5,268
7968
$2.43K ﹤0.01%
460
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7969
$2.43K ﹤0.01%
91
-28
7970
$2.43K ﹤0.01%
696
-4,132
7971
$2.43K ﹤0.01%
12,908
+8,082
7972
$2.42K ﹤0.01%
2,446
+2,442
7973
$2.41K ﹤0.01%
1,910
-2,592
7974
$2.4K ﹤0.01%
2,000
+1,476
7975
$2.4K ﹤0.01%
85
-39
317 318
319
320 321