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
2576
$1.51M ﹤0.01%
40,128
-8,001
2577
$1.51M ﹤0.01%
56,462
-1,286
2578
$1.5M ﹤0.01%
136,175
+9,989
2579
$1.5M ﹤0.01%
1,539,254
+80,133
2580
$1.5M ﹤0.01%
37,022
+3,585
2581
$1.5M ﹤0.01%
34,371
+3,264
2582
$1.49M ﹤0.01%
87,411
+2,631
2583
$1.49M ﹤0.01%
33,461
+4,835
2584
$1.49M ﹤0.01%
151,786
+566
2585
$1.49M ﹤0.01%
19,690
+1,187
2586
$1.49M ﹤0.01%
22,015
+7,554
2587
$1.48M ﹤0.01%
11,538
+8,785
2588
$1.48M ﹤0.01%
25,744
-2,624
2589
$1.48M ﹤0.01%
73,496
-6,351
2590
$1.48M ﹤0.01%
248,450
+187,823
2591
$1.48M ﹤0.01%
151,605
+100
2592
$1.48M ﹤0.01%
13,007
-658
2593
$1.48M ﹤0.01%
150,620
-580
2594
$1.48M ﹤0.01%
33,966
-15,018
2595
$1.48M ﹤0.01%
308,010
-18,427
2596
$1.47M ﹤0.01%
128,415
+74,460
2597
$1.47M ﹤0.01%
28,518
+1,071
2598
$1.47M ﹤0.01%
6,575
+6,475
2599
$1.47M ﹤0.01%
32,127
+5,080
2600
$1.46M ﹤0.01%
115,929
-7,133
102 103
104
105 106