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
3026
$808K ﹤0.01%
80,635
-271,881
3027
$805K ﹤0.01%
33,474
+1,699
3028
$802K ﹤0.01%
44,122
+32,198
3029
$801K ﹤0.01%
79,906
+47,268
3030
$800K ﹤0.01%
41,032
-49,117
3031
$798K ﹤0.01%
15,943
-2,912
3032
$797K ﹤0.01%
110,261
-215,190
3033
$796K ﹤0.01%
35,591
-4,409
3034
$795K ﹤0.01%
9,660
-332
3035
$794K ﹤0.01%
56,457
+5,934
3036
$792K ﹤0.01%
151,115
-5,862
3037
$791K ﹤0.01%
63,487
+61,970
3038
$789K ﹤0.01%
23,969
-43,105
3039
$788K ﹤0.01%
34,643
-19,940
3040
$787K ﹤0.01%
13,343
-255
3041
$787K ﹤0.01%
104,154
+1,833
3042
$787K ﹤0.01%
12,584
-14,459
3043
$787K ﹤0.01%
62,895
+3,353
3044
$785K ﹤0.01%
33,263
+116
3045
$785K ﹤0.01%
273,538
+30,147
3046
$784K ﹤0.01%
173,417
+126,250
3047
$783K ﹤0.01%
55,267
-80,185
3048
$783K ﹤0.01%
10,062
+2,251
3049
$782K ﹤0.01%
+36,007
3050
$780K ﹤0.01%
61,759
+1,348
120 121
122
123 124