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
2851
$1.05M ﹤0.01%
29,620
+18,462
2852
$1.05M ﹤0.01%
+21,764
2853
$1.05M ﹤0.01%
17,664
-88,309
2854
$1.05M ﹤0.01%
155,232
-13,741
2855
$1.05M ﹤0.01%
24,481
+23,152
2856
$1.05M ﹤0.01%
247,226
+240,191
2857
$1.05M ﹤0.01%
50,354
-86,314
2858
$1.04M ﹤0.01%
30,007
-57,565
2859
$1.04M ﹤0.01%
94,639
-265,107
2860
$1.04M ﹤0.01%
84,068
-67,713
2861
$1.04M ﹤0.01%
145,219
+60,575
2862
$1.04M ﹤0.01%
18,460
+10,420
2863
$1.04M ﹤0.01%
8,036
+567
2864
$1.04M ﹤0.01%
53,190
-6,315
2865
$1.04M ﹤0.01%
15,834
-42,236
2866
$1.04M ﹤0.01%
61,471
+1,166
2867
$1.04M ﹤0.01%
11,752
-7,616
2868
$1.04M ﹤0.01%
54,581
-99,466
2869
$1.04M ﹤0.01%
11,547
-65,873
2870
$1.03M ﹤0.01%
26,262
-14,226
2871
$1.03M ﹤0.01%
13,877
-10,866
2872
$1.03M ﹤0.01%
86,336
+1,671
2873
$1.03M ﹤0.01%
1,815
-653
2874
$1.03M ﹤0.01%
20,941
+15,318
2875
$1.03M ﹤0.01%
18,006
+6
113 114
115
116 117