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
2951
$910K ﹤0.01%
23,407
-1,431
2952
$910K ﹤0.01%
4,920
-6,142
2953
$909K ﹤0.01%
61,437
+18,470
2954
$908K ﹤0.01%
50,991
+991
2955
$906K ﹤0.01%
15,368
-45,702
2956
$906K ﹤0.01%
59,378
+21,574
2957
$905K ﹤0.01%
39,489
+15,324
2958
$902K ﹤0.01%
75,685
-25,080
2959
$900K ﹤0.01%
3,409
-7,314
2960
$897K ﹤0.01%
14,447
-2,645
2961
$897K ﹤0.01%
235,592
-627,515
2962
$896K ﹤0.01%
36,109
-5,905
2963
$896K ﹤0.01%
17,905
-3,302
2964
$894K ﹤0.01%
20,261
-9,169
2965
$894K ﹤0.01%
14,673
-2,398
2966
$890K ﹤0.01%
18,137
-3,689
2967
$890K ﹤0.01%
50,372
+4,772
2968
$888K ﹤0.01%
75,212
+22,740
2969
$884K ﹤0.01%
22,585
+8,773
2970
$884K ﹤0.01%
48,467
+3,066
2971
$883K ﹤0.01%
51,059
-96,551
2972
$883K ﹤0.01%
196,187
-382,315
2973
$881K ﹤0.01%
21,724
-4,221
2974
$877K ﹤0.01%
67,344
+47,882
2975
$877K ﹤0.01%
35
+32
117 118
119
120 121