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
3051
$780K ﹤0.01%
35,320
-5,596
3052
$780K ﹤0.01%
172,542
-510
3053
$775K ﹤0.01%
100,549
-72,705
3054
$774K ﹤0.01%
36,174
+4,848
3055
$773K ﹤0.01%
4,281
-23,771
3056
$770K ﹤0.01%
7,814
+1,498
3057
$770K ﹤0.01%
10,791
+375
3058
$770K ﹤0.01%
62,732
+765
3059
$765K ﹤0.01%
29,662
-10,596
3060
$765K ﹤0.01%
121,401
-179,006
3061
$764K ﹤0.01%
49,823
-11,535
3062
$764K ﹤0.01%
32,156
-210,835
3063
$763K ﹤0.01%
55,998
-5,872
3064
$760K ﹤0.01%
33,444
+2,660
3065
$760K ﹤0.01%
60,765
-21,191
3066
$759K ﹤0.01%
34,298
-24,285
3067
$759K ﹤0.01%
+49,776
3068
$759K ﹤0.01%
20,626
+4,814
3069
$758K ﹤0.01%
16,114
-95,527
3070
$756K ﹤0.01%
49,756
+25,560
3071
$756K ﹤0.01%
131,669
-298
3072
$755K ﹤0.01%
42,064
-31,349
3073
$755K ﹤0.01%
29,703
-2,280
3074
$754K ﹤0.01%
66,718
-16,130
3075
$753K ﹤0.01%
23,935
-15,473
121 122
123
124 125