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
2751
$1.21M ﹤0.01%
55,372
-4,127
2752
$1.2M ﹤0.01%
191,736
+51,363
2753
$1.2M ﹤0.01%
16,556
-7,858
2754
$1.2M ﹤0.01%
17,882
-2,973
2755
$1.2M ﹤0.01%
86,909
-2,361
2756
$1.2M ﹤0.01%
119,209
+28,734
2757
$1.2M ﹤0.01%
16,598
-2,655
2758
$1.2M ﹤0.01%
60,013
-17,207
2759
$1.2M ﹤0.01%
231,385
-3,580
2760
$1.2M ﹤0.01%
103,967
-18,759
2761
$1.19M ﹤0.01%
14,760
-3,715
2762
$1.19M ﹤0.01%
74,502
-103
2763
$1.19M ﹤0.01%
75,291
-150,179
2764
$1.19M ﹤0.01%
25,765
-17,848
2765
$1.19M ﹤0.01%
182,014
-6,356
2766
$1.19M ﹤0.01%
45,635
+14,300
2767
$1.18M ﹤0.01%
87,033
-27,605
2768
$1.18M ﹤0.01%
65,219
-1,076
2769
$1.18M ﹤0.01%
35,229
+22,550
2770
$1.18M ﹤0.01%
173,641
+41,033
2771
$1.18M ﹤0.01%
30,427
-8,665
2772
$1.18M ﹤0.01%
22,313
-2,225
2773
$1.18M ﹤0.01%
91,776
-33,133
2774
$1.17M ﹤0.01%
82,263
-27,029
2775
$1.17M ﹤0.01%
37,104
+8,133
109 110
111
112 113