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
3201
$618K ﹤0.01%
12,691
-3,612
3202
$617K ﹤0.01%
47,003
-274,059
3203
$615K ﹤0.01%
29,002
-19,629
3204
$613K ﹤0.01%
21,547
-69,301
3205
$613K ﹤0.01%
23,020
-20,144
3206
$611K ﹤0.01%
330,054
-78,983
3207
$610K ﹤0.01%
8,647
+527
3208
$610K ﹤0.01%
31,453
-38,496
3209
$609K ﹤0.01%
31,369
-3,603
3210
$608K ﹤0.01%
169,004
-3,855
3211
$607K ﹤0.01%
46,609
-37,335
3212
$607K ﹤0.01%
34,865
-282,502
3213
$606K ﹤0.01%
6,026
-1,689
3214
$606K ﹤0.01%
74,164
-20,790
3215
$606K ﹤0.01%
43,047
-118,442
3216
$605K ﹤0.01%
49,135
+47,439
3217
$603K ﹤0.01%
42,762
-6,277
3218
$603K ﹤0.01%
73,503
-220,066
3219
$603K ﹤0.01%
69,014
+601
3220
$602K ﹤0.01%
12,170
+1,420
3221
$601K ﹤0.01%
8,381
-49,944
3222
$600K ﹤0.01%
110,285
+12,451
3223
$599K ﹤0.01%
40,505
-49,574
3224
$599K ﹤0.01%
22,050
-8,977
3225
$598K ﹤0.01%
9,468
-7,694
127 128
129
130 131