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
2876
$1.03M ﹤0.01%
103,360
+1,000
2877
$1.02M ﹤0.01%
76,747
-711
2878
$1.02M ﹤0.01%
27,580
-2,644
2879
$1.02M ﹤0.01%
111,739
-18,999
2880
$1.02M ﹤0.01%
18,568
-3,808
2881
$1.02M ﹤0.01%
35,140
+27,354
2882
$1.02M ﹤0.01%
20,413
-219,100
2883
$1.02M ﹤0.01%
81,074
+4,970
2884
$1.02M ﹤0.01%
128,987
+6,222
2885
$1.02M ﹤0.01%
8,132
-20,629
2886
$1.02M ﹤0.01%
42,959
-162,943
2887
$1.02M ﹤0.01%
61,683
-292
2888
$1.01M ﹤0.01%
55,543
-81,593
2889
$1.01M ﹤0.01%
228,233
-142,887
2890
$1.01M ﹤0.01%
55,432
-3,654
2891
$1.01M ﹤0.01%
45,150
+25,614
2892
$1M ﹤0.01%
57,518
-1,434
2893
$1M ﹤0.01%
7,740
-5,748
2894
$1M ﹤0.01%
61,060
-55,670
2895
$1M ﹤0.01%
90,572
+466
2896
$995K ﹤0.01%
54,510
-10,731
2897
$990K ﹤0.01%
41,635
-37,761
2898
$989K ﹤0.01%
87,059
+9,097
2899
$988K ﹤0.01%
17,621
-72,296
2900
$988K ﹤0.01%
100,329
-772
114 115
116
117 118