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
3376
$475K ﹤0.01%
49,886
-14,325
3377
$474K ﹤0.01%
55,627
-16
3378
$474K ﹤0.01%
42,939
-79,433
3379
$473K ﹤0.01%
9,056
+20
3380
$473K ﹤0.01%
16,966
-7,261
3381
$471K ﹤0.01%
13,444
+9,338
3382
$471K ﹤0.01%
50,360
+39,035
3383
$470K ﹤0.01%
7,978
-2,145
3384
$470K ﹤0.01%
23,303
-3,092
3385
$469K ﹤0.01%
16,731
-2,229
3386
$468K ﹤0.01%
30,740
-57,001
3387
$466K ﹤0.01%
184,028
-5,912
3388
$466K ﹤0.01%
12,576
-32,086
3389
$465K ﹤0.01%
28,803
-102,197
3390
$465K ﹤0.01%
96,197
+62,260
3391
$464K ﹤0.01%
67,603
+43,316
3392
$462K ﹤0.01%
6,793
-12,819
3393
$461K ﹤0.01%
+41,291
3394
$459K ﹤0.01%
189,510
-710
3395
$459K ﹤0.01%
131,450
+37,126
3396
$458K ﹤0.01%
50,939
-1,077
3397
$458K ﹤0.01%
31,688
-4,791
3398
$457K ﹤0.01%
6,974
+1,360
3399
$457K ﹤0.01%
3,775
-4,650
3400
$454K ﹤0.01%
9,467
+22
134 135
136
137 138