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
3226
$598K ﹤0.01%
31,985
-21,373
3227
$598K ﹤0.01%
17,913
-7,439
3228
$597K ﹤0.01%
8,604
-1,587
3229
$597K ﹤0.01%
41,079
-49,787
3230
$595K ﹤0.01%
189,374
-23,298
3231
$594K ﹤0.01%
5,402
-540
3232
$594K ﹤0.01%
155,512
-10,597
3233
$594K ﹤0.01%
15,175
-10,170
3234
$592K ﹤0.01%
14,737
+72
3235
$591K ﹤0.01%
34,666
+31,209
3236
$591K ﹤0.01%
66,762
+1,030
3237
$589K ﹤0.01%
10,030
-8,990
3238
$588K ﹤0.01%
18,278
-24
3239
$587K ﹤0.01%
15,327
-7,434
3240
$585K ﹤0.01%
23,269
+872
3241
$584K ﹤0.01%
108,352
-13,449
3242
$584K ﹤0.01%
56,929
+4,499
3243
$584K ﹤0.01%
19,009
+13,421
3244
$583K ﹤0.01%
24,085
-16,352
3245
$583K ﹤0.01%
23,442
+2,709
3246
$582K ﹤0.01%
32,495
+8,242
3247
$580K ﹤0.01%
36,846
-165,389
3248
$580K ﹤0.01%
151,668
-65,580
3249
$579K ﹤0.01%
13,623
-2,795
3250
$579K ﹤0.01%
45,096
+5,542
128 129
130
131 132