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
2726
$1.25M ﹤0.01%
30,596
-65,275
2727
$1.25M ﹤0.01%
21,865
+5,905
2728
$1.25M ﹤0.01%
50,425
-5,394
2729
$1.24M ﹤0.01%
160,519
+24,907
2730
$1.24M ﹤0.01%
30,683
+137
2731
$1.24M ﹤0.01%
97,822
-12,974
2732
$1.23M ﹤0.01%
137,002
-11,551
2733
$1.23M ﹤0.01%
62,726
+13,706
2734
$1.23M ﹤0.01%
31,317
-8,660
2735
$1.23M ﹤0.01%
11,298
-2,685
2736
$1.22M ﹤0.01%
48,327
-27,854
2737
$1.22M ﹤0.01%
103,992
+3,942
2738
$1.22M ﹤0.01%
52,366
-7,127
2739
$1.22M ﹤0.01%
5,772
+949
2740
$1.22M ﹤0.01%
16,716
+11,713
2741
$1.22M ﹤0.01%
36,580
-11,904
2742
$1.22M ﹤0.01%
156,897
-1,688
2743
$1.22M ﹤0.01%
23,135
-5,268
2744
$1.22M ﹤0.01%
85,665
+81,231
2745
$1.22M ﹤0.01%
386,849
-93,275
2746
$1.21M ﹤0.01%
34,710
+4,403
2747
$1.21M ﹤0.01%
22,029
+17,322
2748
$1.21M ﹤0.01%
123,840
-663
2749
$1.21M ﹤0.01%
12,098
-4,730
2750
$1.21M ﹤0.01%
244,682
+134,887
108 109
110
111 112