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
$195B
AUM Growth
-$38.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10,575
New
Increased
Reduced
Closed

Top Buys

1
+$417M
2
+$259M
3
+$259M
4
PPL icon
PPL Corp
PPL
+$248M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$215M

Top Sells

1
+$578M
2
+$452M
3
+$327M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$288M
5
CVX icon
Chevron
CVX
+$266M

Sector Composition

1 Technology 14.59%
2 Healthcare 8.77%
3 Financials 8.68%
4 Consumer Discretionary 6.48%
5 Industrials 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$182M 0.07%
908,329
+219,807
227
$182M 0.07%
6,650,784
-225,240
228
$180M 0.07%
1,850,536
+34,346
229
$178M 0.07%
6,117,048
+1,473,696
230
$177M 0.07%
1,648,667
+30,795
231
$176M 0.07%
2,841,081
+555,442
232
$175M 0.07%
1,288,719
+97,463
233
$175M 0.07%
2,840,110
+736,510
234
$174M 0.07%
1,575,888
+1,035,819
235
$172M 0.07%
2,009,719
+224,543
236
$171M 0.07%
1,118,915
+104,463
237
$171M 0.07%
5,194,961
-1,026,104
238
$170M 0.07%
3,214,571
-616
239
$169M 0.07%
5,798,541
+529,595
240
$168M 0.07%
2,182,657
-125,269
241
$167M 0.07%
1,762,183
+51,807
242
$166M 0.07%
4,182,206
+606,038
243
$161M 0.07%
883,205
+60,902
244
$161M 0.07%
3,329,549
-71,333
245
$160M 0.07%
2,828,780
-196,535
246
$160M 0.07%
811,879
-12,396
247
$160M 0.07%
91,284
-20,008
248
$159M 0.07%
2,047,008
-243,097
249
$159M 0.07%
8,813,053
+1,601,404
250
$159M 0.07%
699,128
-55,627
8 9
10
11 12