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
1776
$20.2M ﹤0.01%
1,806,186
+91,754
1777
$20.2M ﹤0.01%
3,358,291
+1,429,958
1778
$20.2M ﹤0.01%
152,688
-9,269
1779
$20.2M ﹤0.01%
4,901,055
+3,291,530
1780
$20.2M ﹤0.01%
257,779
+8,977
1781
$20.2M ﹤0.01%
1,153,556
+515,095
1782
$20.1M ﹤0.01%
5,420,396
+810,503
1783
$20.1M ﹤0.01%
563,588
+12,521
1784
$20M ﹤0.01%
561,103
-2,644
1785
$19.9M ﹤0.01%
1,270,830
+262,641
1786
$19.9M ﹤0.01%
1,827,110
-25,867
1787
$19.9M ﹤0.01%
1,106,233
+671,693
1788
$19.9M ﹤0.01%
1,383,158
-157,913
1789
$19.9M ﹤0.01%
354,932
+1,512
1790
$19.9M ﹤0.01%
956,910
-221,736
1791
$19.9M ﹤0.01%
503,500
+25,010
1792
$19.8M ﹤0.01%
1,118,120
+77,116
1793
$19.8M ﹤0.01%
4,081,338
+2,718,201
1794
$19.7M ﹤0.01%
447,757
+55,651
1795
$19.7M ﹤0.01%
522,078
+241,696
1796
$19.7M ﹤0.01%
217,887
-34,085
1797
$19.7M ﹤0.01%
790,441
-444,127
1798
$19.7M ﹤0.01%
1,409,146
+704,952
1799
$19.7M ﹤0.01%
61,219
-59,339
1800
$19.6M ﹤0.01%
147,169
+32,824
70 71
72
73 74