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
2651
$1.36M ﹤0.01%
57,553
-47
2652
$1.36M ﹤0.01%
103,554
-308,424
2653
$1.36M ﹤0.01%
87,208
-86
2654
$1.36M ﹤0.01%
6,165
+4,395
2655
$1.36M ﹤0.01%
119,305
-29,710
2656
$1.35M ﹤0.01%
30,593
-15,602
2657
$1.35M ﹤0.01%
53,859
-43,236
2658
$1.35M ﹤0.01%
19,544
-8,000
2659
$1.35M ﹤0.01%
179,964
-14,071
2660
$1.35M ﹤0.01%
63,785
-45,057
2661
$1.35M ﹤0.01%
35,139
+1,492
2662
$1.35M ﹤0.01%
76,629
+53,228
2663
$1.35M ﹤0.01%
13,417
+83
2664
$1.35M ﹤0.01%
117,153
-313,078
2665
$1.35M ﹤0.01%
107,149
-185,866
2666
$1.35M ﹤0.01%
11,326
+4,516
2667
$1.34M ﹤0.01%
455,265
+423,806
2668
$1.34M ﹤0.01%
22,400
-38,825
2669
$1.34M ﹤0.01%
18,437
+443
2670
$1.34M ﹤0.01%
63,435
+21,047
2671
$1.34M ﹤0.01%
196,194
+2,248
2672
$1.34M ﹤0.01%
32,788
+130
2673
$1.34M ﹤0.01%
71,407
-695
2674
$1.33M ﹤0.01%
20,743
+1,727
2675
$1.33M ﹤0.01%
52,951
+7,347
105 106
107
108 109