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
2626
$1.4M ﹤0.01%
62,447
-3,359
2627
$1.4M ﹤0.01%
42,929
-25,401
2628
$1.39M ﹤0.01%
200,820
-44,966
2629
$1.39M ﹤0.01%
16,121
-11,065
2630
$1.39M ﹤0.01%
52,424
+15,529
2631
$1.39M ﹤0.01%
149,553
-19,500
2632
$1.39M ﹤0.01%
28,305
-2,297
2633
$1.39M ﹤0.01%
8,855
+1,777
2634
$1.38M ﹤0.01%
42,920
+9,914
2635
$1.38M ﹤0.01%
58,007
-3,132
2636
$1.38M ﹤0.01%
52,197
-25,174
2637
$1.38M ﹤0.01%
43,362
-617
2638
$1.38M ﹤0.01%
18,114
+1,563
2639
$1.38M ﹤0.01%
147,058
+102,088
2640
$1.38M ﹤0.01%
342,228
+307,344
2641
$1.38M ﹤0.01%
205,084
-117,848
2642
$1.38M ﹤0.01%
30,712
-34,845
2643
$1.37M ﹤0.01%
97,567
+19,936
2644
$1.37M ﹤0.01%
41,162
-12,049
2645
$1.37M ﹤0.01%
71,044
-18,825
2646
$1.37M ﹤0.01%
47,325
+45,059
2647
$1.37M ﹤0.01%
58,895
+56,555
2648
$1.37M ﹤0.01%
29,348
-110,186
2649
$1.37M ﹤0.01%
18,595
+323
2650
$1.36M ﹤0.01%
67,699
+28,286
104 105
106
107 108