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
2151
$12.8M ﹤0.01%
367,662
+87,377
2152
$12.8M ﹤0.01%
562,113
+343,697
2153
$12.8M ﹤0.01%
247,601
-36,742
2154
$12.8M ﹤0.01%
73,716
+54,299
2155
$12.8M ﹤0.01%
822,581
+670,060
2156
$12.8M ﹤0.01%
219,576
+12,143
2157
$12.8M ﹤0.01%
567,481
+103,551
2158
$12.7M ﹤0.01%
4,215,977
+2,836,126
2159
$12.7M ﹤0.01%
649,134
-350,309
2160
$12.7M ﹤0.01%
1,522,744
+275,171
2161
$12.6M ﹤0.01%
404,938
+170,651
2162
$12.6M ﹤0.01%
704,993
-4,364
2163
$12.6M ﹤0.01%
325,422
-71,327
2164
$12.6M ﹤0.01%
85,975
+6,371
2165
$12.6M ﹤0.01%
981,405
-530,996
2166
$12.6M ﹤0.01%
156,706
-24,460
2167
$12.6M ﹤0.01%
998,063
-67,763
2168
$12.5M ﹤0.01%
323,016
+237,826
2169
$12.5M ﹤0.01%
408,338
-246,480
2170
$12.5M ﹤0.01%
731,853
+141,089
2171
$12.5M ﹤0.01%
624,776
+463,504
2172
$12.5M ﹤0.01%
2,240,041
+460,810
2173
$12.4M ﹤0.01%
409,150
-361,585
2174
$12.4M ﹤0.01%
591,214
+14,377
2175
$12.3M ﹤0.01%
102,421
+25,361
85 86
87
88 89