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
2776
$1.17M ﹤0.01%
36,802
+11,772
2777
$1.16M ﹤0.01%
36,758
-4,522
2778
$1.16M ﹤0.01%
20,901
-10,903
2779
$1.16M ﹤0.01%
57,644
-5,119
2780
$1.15M ﹤0.01%
22,044
-9,352
2781
$1.15M ﹤0.01%
60,988
-10,952
2782
$1.15M ﹤0.01%
88,549
+24,747
2783
$1.15M ﹤0.01%
24,452
-88,942
2784
$1.15M ﹤0.01%
263,318
+176
2785
$1.15M ﹤0.01%
101,606
-10,467
2786
$1.15M ﹤0.01%
21,030
-10,507
2787
$1.15M ﹤0.01%
43,283
-26,491
2788
$1.15M ﹤0.01%
50,601
-13,242
2789
$1.15M ﹤0.01%
45,708
+7,546
2790
$1.15M ﹤0.01%
53,738
-47,955
2791
$1.14M ﹤0.01%
28,202
-2,915
2792
$1.14M ﹤0.01%
272,108
+232,782
2793
$1.14M ﹤0.01%
107,117
-1,943
2794
$1.14M ﹤0.01%
100,943
+81,220
2795
$1.14M ﹤0.01%
307,348
-81,573
2796
$1.13M ﹤0.01%
171,798
-72,005
2797
$1.13M ﹤0.01%
394,855
+682
2798
$1.13M ﹤0.01%
9,748
-2,139
2799
$1.13M ﹤0.01%
67,974
-26,751
2800
$1.13M ﹤0.01%
7,520
-5,371
110 111
112
113 114