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
2601
$1.46M ﹤0.01%
209,312
+40,377
2602
$1.46M ﹤0.01%
226,999
-80,812
2603
$1.46M ﹤0.01%
18,206
-323
2604
$1.45M ﹤0.01%
147,095
+49,637
2605
$1.45M ﹤0.01%
74,576
+68,238
2606
$1.45M ﹤0.01%
180,903
-76,613
2607
$1.45M ﹤0.01%
49,665
+44,527
2608
$1.44M ﹤0.01%
15,775
-2,480
2609
$1.44M ﹤0.01%
40,624
-80,705
2610
$1.44M ﹤0.01%
85,428
+55,804
2611
$1.44M ﹤0.01%
10,021
+1,095
2612
$1.43M ﹤0.01%
21,169
-13,395
2613
$1.43M ﹤0.01%
54,066
-59,960
2614
$1.42M ﹤0.01%
234,750
-17,751
2615
$1.42M ﹤0.01%
14,033
-2,242
2616
$1.42M ﹤0.01%
56,847
-14,186
2617
$1.42M ﹤0.01%
30,801
+1,985
2618
$1.41M ﹤0.01%
34,502
+18,048
2619
$1.41M ﹤0.01%
25,305
-19,916
2620
$1.41M ﹤0.01%
17,362
+1,470
2621
$1.41M ﹤0.01%
25,298
-731
2622
$1.41M ﹤0.01%
260,353
-2,048
2623
$1.41M ﹤0.01%
30,949
+590
2624
$1.4M ﹤0.01%
70,019
-114,689
2625
$1.4M ﹤0.01%
40,012
-7,996
103 104
105
106 107