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
8051
$1.98K ﹤0.01%
1,274
-314
8052
$1.97K ﹤0.01%
642
-7,710
8053
$1.95K ﹤0.01%
+47
8054
$1.95K ﹤0.01%
79
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8055
$1.93K ﹤0.01%
166
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8056
$1.93K ﹤0.01%
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8057
$1.92K ﹤0.01%
73
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8058
$1.89K ﹤0.01%
60
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8059
$1.89K ﹤0.01%
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$1.89K ﹤0.01%
23
8061
$1.89K ﹤0.01%
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8062
$1.88K ﹤0.01%
841
-3,316
8063
$1.87K ﹤0.01%
80
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8064
$1.86K ﹤0.01%
93
8065
$1.86K ﹤0.01%
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$1.85K ﹤0.01%
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8067
$1.84K ﹤0.01%
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$1.84K ﹤0.01%
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$1.82K ﹤0.01%
453
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$1.82K ﹤0.01%
80
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$1.81K ﹤0.01%
4,466
+3,349
8072
$1.81K ﹤0.01%
+731
8073
$1.81K ﹤0.01%
+72
8074
$1.81K ﹤0.01%
+6,033
8075
$1.8K ﹤0.01%
71
-70
321 322
323
324 325