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
3401
$453K ﹤0.01%
13,467
+1,227
3402
$453K ﹤0.01%
65,631
+47,780
3403
$452K ﹤0.01%
15,806
+5,118
3404
$452K ﹤0.01%
34,183
+453
3405
$451K ﹤0.01%
22,365
+1,770
3406
$450K ﹤0.01%
16,240
+5,740
3407
$450K ﹤0.01%
10,895
-5,617
3408
$450K ﹤0.01%
14,004
-15,146
3409
$449K ﹤0.01%
22,125
-25,816
3410
$449K ﹤0.01%
40,982
-27,659
3411
$449K ﹤0.01%
26,185
-20,322
3412
$448K ﹤0.01%
11,150
+2,947
3413
$448K ﹤0.01%
33,863
+9,748
3414
$447K ﹤0.01%
45,008
+40,796
3415
$447K ﹤0.01%
60,550
-18,065
3416
$446K ﹤0.01%
7,947
+879
3417
$446K ﹤0.01%
2,934
-5,854
3418
$446K ﹤0.01%
85,398
-41,555
3419
$445K ﹤0.01%
3,983
-770
3420
$444K ﹤0.01%
15,211
-29,838
3421
$443K ﹤0.01%
3,922
+89
3422
$442K ﹤0.01%
290,881
-386,283
3423
$441K ﹤0.01%
19,415
-188,919
3424
$440K ﹤0.01%
7,762
-1,361
3425
$440K ﹤0.01%
171,976
+166,154
135 136
137
138 139