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
2976
$876K ﹤0.01%
16,411
+1,922
2977
$875K ﹤0.01%
37,735
-708
2978
$873K ﹤0.01%
99,177
+13
2979
$871K ﹤0.01%
145,634
-384,314
2980
$871K ﹤0.01%
4,776
+1,352
2981
$866K ﹤0.01%
34,651
-7,202
2982
$862K ﹤0.01%
32,633
-33,758
2983
$861K ﹤0.01%
146,666
-12,206
2984
$861K ﹤0.01%
77,765
-158,605
2985
$859K ﹤0.01%
87,534
2986
$858K ﹤0.01%
39,971
+30,997
2987
$852K ﹤0.01%
57,455
-5,508
2988
$850K ﹤0.01%
62,206
+14,839
2989
$849K ﹤0.01%
44,863
-11,352
2990
$848K ﹤0.01%
99,322
-599
2991
$847K ﹤0.01%
116,339
+36,626
2992
$845K ﹤0.01%
59,064
+2,273
2993
$845K ﹤0.01%
10,262
+6,274
2994
$844K ﹤0.01%
11,420
-1,359
2995
$844K ﹤0.01%
186,767
-3,218
2996
$843K ﹤0.01%
95,507
-2,578
2997
$842K ﹤0.01%
8,790
-33,224
2998
$841K ﹤0.01%
116,098
+12,237
2999
$840K ﹤0.01%
4,394
+512
3000
$839K ﹤0.01%
28,172
-8,691
118 119
120
121 122