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
2551
$1.57M ﹤0.01%
85,333
-13,895
2552
$1.57M ﹤0.01%
78,918
-101,588
2553
$1.57M ﹤0.01%
217,309
+72,223
2554
$1.57M ﹤0.01%
26,058
-255
2555
$1.56M ﹤0.01%
137,269
-85,598
2556
$1.56M ﹤0.01%
343,057
-153,363
2557
$1.56M ﹤0.01%
617,500
-162,203
2558
$1.56M ﹤0.01%
52,092
-5,934
2559
$1.56M ﹤0.01%
153,913
+145,174
2560
$1.56M ﹤0.01%
132,788
-18,307
2561
$1.56M ﹤0.01%
60,166
-51,334
2562
$1.55M ﹤0.01%
12,773
-15,986
2563
$1.55M ﹤0.01%
46,861
-7,682
2564
$1.55M ﹤0.01%
102,330
-2,366
2565
$1.54M ﹤0.01%
7,314
-3,971
2566
$1.54M ﹤0.01%
18,392
-2,674
2567
$1.53M ﹤0.01%
39,552
-26,206
2568
$1.53M ﹤0.01%
67,717
-38,503
2569
$1.52M ﹤0.01%
42,275
-11,981
2570
$1.52M ﹤0.01%
113,296
-776
2571
$1.52M ﹤0.01%
198,956
-14,422
2572
$1.52M ﹤0.01%
76,852
-141,490
2573
$1.51M ﹤0.01%
38,659
-30,396
2574
$1.51M ﹤0.01%
90,179
+22,173
2575
$1.51M ﹤0.01%
150,018
-25,549
101 102
103
104 105