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
3126
$697K ﹤0.01%
25,957
-10,604
3127
$697K ﹤0.01%
31,069
-148,693
3128
$697K ﹤0.01%
670,275
-178,663
3129
$696K ﹤0.01%
108,945
-47,593
3130
$694K ﹤0.01%
32,049
-1,955
3131
$693K ﹤0.01%
120,303
+8,877
3132
$690K ﹤0.01%
37,962
-102,877
3133
$690K ﹤0.01%
80,238
+18,358
3134
$690K ﹤0.01%
42,216
-17,522
3135
$690K ﹤0.01%
76,619
+43,870
3136
$686K ﹤0.01%
8,801
+166
3137
$685K ﹤0.01%
646,419
-9,552
3138
$684K ﹤0.01%
10,000
+9,995
3139
$684K ﹤0.01%
61,842
+12,594
3140
$683K ﹤0.01%
31,720
+5,865
3141
$683K ﹤0.01%
35,763
-8,734
3142
$682K ﹤0.01%
40,786
-6,140
3143
$682K ﹤0.01%
14,821
+119
3144
$682K ﹤0.01%
66,584
-15,142
3145
$681K ﹤0.01%
10,809
-1,894
3146
$677K ﹤0.01%
172,172
+167,935
3147
$676K ﹤0.01%
36,889
-128,105
3148
$674K ﹤0.01%
137,964
-56,737
3149
$674K ﹤0.01%
27,709
+580
3150
$674K ﹤0.01%
21,103
-1,336
124 125
126
127 128