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
8501
$165 ﹤0.01%
3
8502
$162 ﹤0.01%
175
-1,837
8503
$159 ﹤0.01%
2,646
+1,470
8504
$158 ﹤0.01%
64
-2,928
8505
$158 ﹤0.01%
158
8506
$158 ﹤0.01%
+2,639
8507
$156 ﹤0.01%
2,640
-17,060
8508
$155 ﹤0.01%
6
+1
8509
$152 ﹤0.01%
337
-1,049
8510
$152 ﹤0.01%
6
-115
8511
$151 ﹤0.01%
2,657
+12
8512
$149 ﹤0.01%
6
-49
8513
$147 ﹤0.01%
2,487
-525
8514
$147 ﹤0.01%
16
-2,887
8515
$147 ﹤0.01%
8
-61
8516
$145 ﹤0.01%
2,638
-82
8517
$143 ﹤0.01%
5
-1,555
8518
$143 ﹤0.01%
646
-7,923
8519
$138 ﹤0.01%
50
8520
$137 ﹤0.01%
+1,124
8521
$137 ﹤0.01%
+10
8522
$134 ﹤0.01%
103
-2,294
8523
$133 ﹤0.01%
1,304
-1,268
8524
$132 ﹤0.01%
2,494
8525
$126 ﹤0.01%
5
339 340
341
342 343