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
2926
$951K ﹤0.01%
73,387
-11,738
2927
$949K ﹤0.01%
265,079
-8,113
2928
$948K ﹤0.01%
24,145
-25,656
2929
$946K ﹤0.01%
25,994
+5,494
2930
$944K ﹤0.01%
36,557
+31,884
2931
$942K ﹤0.01%
42,793
-791
2932
$942K ﹤0.01%
30,098
+2,314
2933
$939K ﹤0.01%
139,047
+35,765
2934
$939K ﹤0.01%
28,784
+7,015
2935
$937K ﹤0.01%
99,630
+8,981
2936
$934K ﹤0.01%
26,365
-69,472
2937
$931K ﹤0.01%
70,020
+6,963
2938
$928K ﹤0.01%
49,536
-905
2939
$927K ﹤0.01%
87,983
-13,309
2940
$923K ﹤0.01%
131,529
-102,140
2941
$922K ﹤0.01%
27,479
-6,740
2942
$921K ﹤0.01%
18,944
+6,592
2943
$921K ﹤0.01%
7,598
-1,927
2944
$920K ﹤0.01%
19,434
+5,377
2945
$920K ﹤0.01%
21,360
-84,590
2946
$919K ﹤0.01%
105,552
-3,436
2947
$919K ﹤0.01%
66,787
-107,410
2948
$917K ﹤0.01%
59,170
+52,525
2949
$914K ﹤0.01%
100,314
+9,477
2950
$913K ﹤0.01%
33,574
-185,081
116 117
118
119 120