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
2476
$1.77M ﹤0.01%
59,804
+7,107
2477
$1.77M ﹤0.01%
139,809
-13,183
2478
$1.76M ﹤0.01%
343,305
-491
2479
$1.76M ﹤0.01%
28,223
-91,832
2480
$1.76M ﹤0.01%
98,420
-23,737
2481
$1.76M ﹤0.01%
51,133
+24,230
2482
$1.76M ﹤0.01%
67,015
+41,290
2483
$1.75M ﹤0.01%
79,135
+33,272
2484
$1.75M ﹤0.01%
69,446
-55,431
2485
$1.75M ﹤0.01%
281,682
-202,720
2486
$1.75M ﹤0.01%
446,677
+323,533
2487
$1.75M ﹤0.01%
159,283
-3,823
2488
$1.75M ﹤0.01%
99,407
+25,339
2489
$1.74M ﹤0.01%
81,003
+4,724
2490
$1.74M ﹤0.01%
35,472
-1,194
2491
$1.73M ﹤0.01%
510,705
-138,359
2492
$1.73M ﹤0.01%
2,612
+1,791
2493
$1.73M ﹤0.01%
43,168
-13,042
2494
$1.73M ﹤0.01%
25,465
-7,804
2495
$1.72M ﹤0.01%
13,143
+3,884
2496
$1.72M ﹤0.01%
141,078
+4,816
2497
$1.71M ﹤0.01%
163,647
-100,870
2498
$1.71M ﹤0.01%
110,678
+10,374
2499
$1.71M ﹤0.01%
115,825
+30,356
2500
$1.7M ﹤0.01%
32,051
-10,051
98 99
100
101 102