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
276
$140M 0.06%
1,364,946
+141,595
277
$140M 0.06%
2,745,813
-39,354
278
$139M 0.06%
291,790
-179,541
279
$139M 0.06%
1,140,413
+23,209
280
$136M 0.06%
1,610,312
-4,767
281
$136M 0.06%
3,269,073
-293,445
282
$135M 0.06%
1,794,915
-133,129
283
$135M 0.06%
1,690,639
+138,984
284
$135M 0.06%
1,353,900
-122,591
285
$135M 0.06%
4,821,594
-1,003,802
286
$134M 0.06%
1,655,718
+27,117
287
$133M 0.05%
1,172,372
+43,030
288
$132M 0.05%
1,605,395
+617,779
289
$130M 0.05%
1,949,757
+103,765
290
$130M 0.05%
2,581,861
+1,480,155
291
$130M 0.05%
1,533,012
+82,442
292
$129M 0.05%
1,033,021
-69,263
293
$129M 0.05%
2,259,685
-39,919
294
$129M 0.05%
943,707
-78,043
295
$128M 0.05%
3,388,081
+397,473
296
$128M 0.05%
1,742,188
+488,824
297
$127M 0.05%
2,467,819
+243,053
298
$126M 0.05%
2,567,338
+4,720
299
$126M 0.05%
4,518,509
+4,505,595
300
$126M 0.05%
568,794
+32,528
10 11
12
13 14