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
2526
$1.64M ﹤0.01%
14,876
-1,642
2527
$1.64M ﹤0.01%
17,745
+135
2528
$1.64M ﹤0.01%
69,209
+19,053
2529
$1.64M ﹤0.01%
43,261
-2,351
2530
$1.64M ﹤0.01%
60,091
+25,637
2531
$1.64M ﹤0.01%
9,162
-8,036
2532
$1.63M ﹤0.01%
34,160
+4,250
2533
$1.63M ﹤0.01%
164,202
-43,352
2534
$1.63M ﹤0.01%
90,680
-983,449
2535
$1.63M ﹤0.01%
30,624
+886
2536
$1.62M ﹤0.01%
58,731
+8,056
2537
$1.61M ﹤0.01%
152,438
+9,290
2538
$1.61M ﹤0.01%
42,522
-708
2539
$1.6M ﹤0.01%
114,301
+7,901
2540
$1.6M ﹤0.01%
33,071
-15,696
2541
$1.6M ﹤0.01%
315,395
+56,986
2542
$1.6M ﹤0.01%
202,025
+30,518
2543
$1.59M ﹤0.01%
56,351
+2,711
2544
$1.59M ﹤0.01%
62,815
-9,192
2545
$1.59M ﹤0.01%
74,609
+3,164
2546
$1.59M ﹤0.01%
22,630
-6,022
2547
$1.59M ﹤0.01%
422,218
-354,603
2548
$1.59M ﹤0.01%
194,360
-1,671
2549
$1.59M ﹤0.01%
76,381
-28,449
2550
$1.58M ﹤0.01%
199,125
-10,630
100 101
102
103 104