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
2501
$1.7M ﹤0.01%
87,466
-39,898
2502
$1.7M ﹤0.01%
45,873
+15,667
2503
$1.7M ﹤0.01%
94,028
-90,950
2504
$1.69M ﹤0.01%
101,443
+20,397
2505
$1.69M ﹤0.01%
173,030
+2,786
2506
$1.69M ﹤0.01%
106,155
+36,143
2507
$1.69M ﹤0.01%
77,179
-609
2508
$1.69M ﹤0.01%
245,869
-69,172
2509
$1.69M ﹤0.01%
82,827
+10,950
2510
$1.68M ﹤0.01%
49,201
-76,533
2511
$1.68M ﹤0.01%
15,334
-158
2512
$1.68M ﹤0.01%
183,940
-61,668
2513
$1.68M ﹤0.01%
33,248
-15,055
2514
$1.68M ﹤0.01%
59,810
+1,724
2515
$1.68M ﹤0.01%
155,677
-22,163
2516
$1.67M ﹤0.01%
1,339
-437
2517
$1.66M ﹤0.01%
36,073
-35,754
2518
$1.66M ﹤0.01%
132,923
-9,161
2519
$1.66M ﹤0.01%
81,586
+63,550
2520
$1.66M ﹤0.01%
22,840
-2,217
2521
$1.66M ﹤0.01%
277,500
+260,766
2522
$1.66M ﹤0.01%
70,415
+53,964
2523
$1.65M ﹤0.01%
734,766
+734,547
2524
$1.65M ﹤0.01%
98,613
-15,315
2525
$1.64M ﹤0.01%
67,996
+2,764
99 100
101
102 103