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
3326
$521K ﹤0.01%
3,687
+405
3327
$517K ﹤0.01%
31,747
-864
3328
$517K ﹤0.01%
52,729
+3,820
3329
$516K ﹤0.01%
77,998
-1,361
3330
$515K ﹤0.01%
100,427
-43,884
3331
$513K ﹤0.01%
23,573
-36,814
3332
$513K ﹤0.01%
42,469
+659
3333
$512K ﹤0.01%
13,147
+3,948
3334
$512K ﹤0.01%
52,059
+2,478
3335
$511K ﹤0.01%
18,926
-12,272
3336
$510K ﹤0.01%
6,961
-1,039
3337
$510K ﹤0.01%
28,441
-2,768
3338
$506K ﹤0.01%
33,199
-48,855
3339
$506K ﹤0.01%
50,000
-561
3340
$503K ﹤0.01%
35,841
+3,755
3341
$503K ﹤0.01%
8,042
+3,608
3342
$503K ﹤0.01%
66,525
-8,940
3343
$502K ﹤0.01%
62,574
-676
3344
$501K ﹤0.01%
44,251
+5,615
3345
$500K ﹤0.01%
388
-307
3346
$500K ﹤0.01%
20,780
+3,237
3347
$499K ﹤0.01%
19,429
-17,828
3348
$499K ﹤0.01%
33,291
+15,634
3349
$499K ﹤0.01%
50,791
-38,879
3350
$495K ﹤0.01%
6,788
-8,074
132 133
134
135 136