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
8101
$1.64K ﹤0.01%
+66
8102
$1.64K ﹤0.01%
+116,752
8103
$1.63K ﹤0.01%
+51
8104
$1.62K ﹤0.01%
+42
8105
$1.62K ﹤0.01%
57
-2,164
8106
$1.61K ﹤0.01%
53
-1,233
8107
$1.61K ﹤0.01%
2,299
+299
8108
$1.6K ﹤0.01%
236
-11,092
8109
$1.6K ﹤0.01%
+101
8110
$1.6K ﹤0.01%
1,321
+1,028
8111
$1.6K ﹤0.01%
+156
8112
$1.59K ﹤0.01%
60
-68
8113
$1.59K ﹤0.01%
56
-144
8114
$1.59K ﹤0.01%
1,104
-5,617
8115
$1.58K ﹤0.01%
6,863
+4,164
8116
$1.58K ﹤0.01%
4,195
-984
8117
$1.58K ﹤0.01%
66
-26
8118
$1.58K ﹤0.01%
42
+37
8119
$1.58K ﹤0.01%
+75
8120
$1.58K ﹤0.01%
606
-4,928
8121
$1.56K ﹤0.01%
59
8122
$1.54K ﹤0.01%
1,091
-99
8123
$1.53K ﹤0.01%
2,359
+595
8124
$1.53K ﹤0.01%
143
-35,624
8125
$1.51K ﹤0.01%
100
+30
323 324
325
326 327