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
3301
$542K ﹤0.01%
46,786
+3,332
3302
$542K ﹤0.01%
115,479
+114,277
3303
$541K ﹤0.01%
20,871
-3,303
3304
$540K ﹤0.01%
64,384
-1,584
3305
$540K ﹤0.01%
36,820
-23,667
3306
$539K ﹤0.01%
1,651
-763
3307
$539K ﹤0.01%
15,078
-14,199
3308
$539K ﹤0.01%
22,373
-4,267
3309
$537K ﹤0.01%
139,462
-991
3310
$535K ﹤0.01%
22,862
+4,236
3311
$535K ﹤0.01%
154,976
+138,747
3312
$534K ﹤0.01%
170,792
+168,917
3313
$534K ﹤0.01%
88,427
-127,461
3314
$531K ﹤0.01%
23,580
-8,769
3315
$531K ﹤0.01%
9,689
+27
3316
$531K ﹤0.01%
38,938
-140
3317
$530K ﹤0.01%
6,472
-4,772
3318
$530K ﹤0.01%
222,899
+170,434
3319
$528K ﹤0.01%
+21,932
3320
$526K ﹤0.01%
4,891
-1,314
3321
$526K ﹤0.01%
23,715
-3,024
3322
$524K ﹤0.01%
112,564
-330,743
3323
$523K ﹤0.01%
21,115
-23,862
3324
$523K ﹤0.01%
26,795
-35,822
3325
$522K ﹤0.01%
37,157
-20,899
131 132
133
134 135