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
8626
$42 ﹤0.01%
3
-4,118
8627
$41 ﹤0.01%
1
-93
8628
$41 ﹤0.01%
+205
8629
$40 ﹤0.01%
2,696
-7,584
8630
$40 ﹤0.01%
2,699
+999
8631
$40 ﹤0.01%
1,611
-23,078
8632
$40 ﹤0.01%
2,658
-9
8633
$39 ﹤0.01%
3
+2
8634
$38 ﹤0.01%
+467
8635
$37 ﹤0.01%
1
-148
8636
$37 ﹤0.01%
2,648
-151
8637
$36 ﹤0.01%
51
8638
$35 ﹤0.01%
74
-10,443
8639
$35 ﹤0.01%
+1
8640
$35 ﹤0.01%
1
-24
8641
$34 ﹤0.01%
+2,600
8642
$34 ﹤0.01%
1,095
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8643
$34 ﹤0.01%
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-332
8644
$33 ﹤0.01%
+3,712
8645
$33 ﹤0.01%
3
-9
8646
$33 ﹤0.01%
1,850
-2
8647
$33 ﹤0.01%
2,724
+2,447
8648
$33 ﹤0.01%
2,988
+1,549
8649
$32 ﹤0.01%
2
-1,010
8650
$32 ﹤0.01%
1
-2
344 345
346
347 348