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
1476
$32.4M 0.01%
848,257
-22,973
1477
$32.3M 0.01%
788,707
-825,408
1478
$32.2M 0.01%
204,383
+37,280
1479
$32.2M 0.01%
283,269
+4,137
1480
$32.2M 0.01%
1,744,762
+1,618,803
1481
$32.1M 0.01%
917,295
+236,414
1482
$32.1M 0.01%
727,441
-811,059
1483
$31.8M 0.01%
479,307
+55,739
1484
$31.7M 0.01%
359,862
-142,262
1485
$31.7M 0.01%
4,003,445
+739,788
1486
$31.7M 0.01%
294,665
+233,478
1487
$31.6M 0.01%
788,007
+310,462
1488
$31.6M 0.01%
105,250
-2,635
1489
$31.5M 0.01%
1,078,508
+443,305
1490
$31.5M 0.01%
1,162,845
+23,442
1491
$31.5M 0.01%
537,144
+172,212
1492
$31.5M 0.01%
335,849
-3,962
1493
$31.3M 0.01%
413,883
+46,651
1494
$31.2M 0.01%
345,719
-39,759
1495
$31.1M 0.01%
1,218,514
-28,981
1496
$31.1M 0.01%
2,673,492
-964,305
1497
$31M 0.01%
1,199,175
+518,915
1498
$31M 0.01%
398,936
+19,489
1499
$30.9M 0.01%
616,165
+79,313
1500
$30.9M 0.01%
1,349,601
+321,580
58 59
60
61 62