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
2701
$1.28M ﹤0.01%
77,137
+4,419
2702
$1.28M ﹤0.01%
23,292
-11,233
2703
$1.28M ﹤0.01%
29,218
-2,588
2704
$1.28M ﹤0.01%
126,166
-1,253
2705
$1.27M ﹤0.01%
42,139
-160,753
2706
$1.27M ﹤0.01%
33,541
+3,331
2707
$1.27M ﹤0.01%
30,577
+5,884
2708
$1.27M ﹤0.01%
37,878
+30,872
2709
$1.26M ﹤0.01%
55,328
+2,222
2710
$1.26M ﹤0.01%
6,258
-949
2711
$1.26M ﹤0.01%
29,547
+27,373
2712
$1.26M ﹤0.01%
9,939
-20,061
2713
$1.26M ﹤0.01%
78,765
+36,815
2714
$1.26M ﹤0.01%
50,475
+10,353
2715
$1.25M ﹤0.01%
16,860
-875
2716
$1.25M ﹤0.01%
20,217
-1,488
2717
$1.25M ﹤0.01%
68,844
-108,768
2718
$1.25M ﹤0.01%
58,666
-20,905
2719
$1.25M ﹤0.01%
63,780
-30,301
2720
$1.25M ﹤0.01%
147,786
-9,287
2721
$1.25M ﹤0.01%
20,836
-49,015
2722
$1.25M ﹤0.01%
36,773
-15,327
2723
$1.25M ﹤0.01%
75,495
+33,039
2724
$1.25M ﹤0.01%
47,680
+38,921
2725
$1.25M ﹤0.01%
14,095
-3,306
107 108
109
110 111