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
3101
$728K ﹤0.01%
13,472
-1,286
3102
$728K ﹤0.01%
7,399
+141
3103
$728K ﹤0.01%
29,585
-30,170
3104
$727K ﹤0.01%
55,333
-2,826
3105
$726K ﹤0.01%
11,417
-2,679
3106
$725K ﹤0.01%
20,585
+2,398
3107
$724K ﹤0.01%
76,936
-1,654
3108
$723K ﹤0.01%
97,096
+818
3109
$719K ﹤0.01%
56,550
-5,817
3110
$718K ﹤0.01%
11,801
-12,025
3111
$717K ﹤0.01%
80,781
-5,285
3112
$715K ﹤0.01%
72,275
-388
3113
$714K ﹤0.01%
22,154
-366
3114
$714K ﹤0.01%
63,754
-294
3115
$712K ﹤0.01%
16,642
-13,909
3116
$709K ﹤0.01%
43,082
-148,064
3117
$708K ﹤0.01%
30,367
+17,734
3118
$703K ﹤0.01%
71,112
+2,334
3119
$703K ﹤0.01%
85,256
-12,220
3120
$703K ﹤0.01%
+3,636
3121
$701K ﹤0.01%
18,258
-26,499
3122
$699K ﹤0.01%
161,746
-39,650
3123
$699K ﹤0.01%
69,150
-30,221
3124
$699K ﹤0.01%
42,975
+834
3125
$698K ﹤0.01%
7,082
-4,640
123 124
125
126 127