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
251
$158M 0.06%
1,067,219
+170,504
252
$158M 0.06%
1,508,760
+359,490
253
$156M 0.06%
1,234,596
+8,967
254
$155M 0.06%
3,098,923
+112,726
255
$155M 0.06%
3,600,146
+1,697,875
256
$155M 0.06%
2,631,811
+1,335,699
257
$152M 0.06%
1,682,533
-87,111
258
$151M 0.06%
3,289,931
-97,394
259
$151M 0.06%
1,773,454
-55,412
260
$150M 0.06%
643,051
-113,402
261
$150M 0.06%
3,776,444
+334,975
262
$150M 0.06%
1,873,660
-82,155
263
$149M 0.06%
1,781,213
+176,462
264
$147M 0.06%
3,082,021
+45,610
265
$147M 0.06%
808,032
+36,251
266
$146M 0.06%
4,269,341
+3,758,170
267
$145M 0.06%
1,505,199
+109,102
268
$144M 0.06%
2,060,654
-51,528
269
$143M 0.06%
1,213,453
+56,194
270
$143M 0.06%
2,273,317
+7,885
271
$142M 0.06%
2,715,039
+223,089
272
$142M 0.06%
2,612,810
-53,452
273
$141M 0.06%
433,477
+22,900
274
$140M 0.06%
2,547,694
-60,104
275
$140M 0.06%
1,749,939
-277,661
9 10
11
12 13