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
2676
$1.33M ﹤0.01%
27,268
+13,058
2677
$1.33M ﹤0.01%
71,386
-138,794
2678
$1.33M ﹤0.01%
141,713
+8,424
2679
$1.33M ﹤0.01%
98,801
-32,247
2680
$1.32M ﹤0.01%
64,542
-27,318
2681
$1.32M ﹤0.01%
44,354
+350
2682
$1.32M ﹤0.01%
28,576
-117,153
2683
$1.32M ﹤0.01%
118,215
-56,914
2684
$1.31M ﹤0.01%
99,279
+39,577
2685
$1.31M ﹤0.01%
20,888
-611
2686
$1.31M ﹤0.01%
5,491
+346
2687
$1.31M ﹤0.01%
52,006
+204
2688
$1.3M ﹤0.01%
134,163
-5,193
2689
$1.3M ﹤0.01%
18,185
-11,544
2690
$1.3M ﹤0.01%
52,488
-87,025
2691
$1.3M ﹤0.01%
110,426
-17,429
2692
$1.3M ﹤0.01%
22,285
+764
2693
$1.3M ﹤0.01%
11,813
-16,138
2694
$1.3M ﹤0.01%
106,509
-19,320
2695
$1.3M ﹤0.01%
9,313
-200
2696
$1.29M ﹤0.01%
30,940
-13,618
2697
$1.29M ﹤0.01%
234,680
+780
2698
$1.29M ﹤0.01%
152,881
-66,861
2699
$1.29M ﹤0.01%
93,290
-85,190
2700
$1.29M ﹤0.01%
20,185
-4,196
106 107
108
109 110