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
3276
$564K ﹤0.01%
25,188
+8,226
3277
$562K ﹤0.01%
45,962
-8,940
3278
$562K ﹤0.01%
57,547
-20,127
3279
$561K ﹤0.01%
15,857
-3,092
3280
$560K ﹤0.01%
22,764
-838
3281
$559K ﹤0.01%
4,915
-13,238
3282
$558K ﹤0.01%
154,469
-47,671
3283
$558K ﹤0.01%
11,950
+5,863
3284
$557K ﹤0.01%
187,608
-16,984
3285
$557K ﹤0.01%
13,738
+3,845
3286
$556K ﹤0.01%
12,742
-20,429
3287
$555K ﹤0.01%
64,291
-24,075
3288
$555K ﹤0.01%
42,184
-17
3289
$553K ﹤0.01%
29,094
-600
3290
$551K ﹤0.01%
14,387
-2,004
3291
$551K ﹤0.01%
59,497
-5,149
3292
$551K ﹤0.01%
107,488
+14,862
3293
$551K ﹤0.01%
56,048
+2,200
3294
$550K ﹤0.01%
148,435
-5,986
3295
$549K ﹤0.01%
11,887
-375,214
3296
$546K ﹤0.01%
108,282
-290,674
3297
$545K ﹤0.01%
45,003
+21,272
3298
$544K ﹤0.01%
23,895
+17,199
3299
$543K ﹤0.01%
15,247
+14,215
3300
$543K ﹤0.01%
43,419
+1,630
130 131
132
133 134