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
3451
$423K ﹤0.01%
60,048
-9,044
3452
$423K ﹤0.01%
4,600
-4,733
3453
$422K ﹤0.01%
14,500
-11,189
3454
$422K ﹤0.01%
+9,218
3455
$420K ﹤0.01%
88,449
-69,337
3456
$419K ﹤0.01%
11,634
-723
3457
$418K ﹤0.01%
36,954
+36,444
3458
$418K ﹤0.01%
15,053
-49,167
3459
$418K ﹤0.01%
23,147
+12,674
3460
$416K ﹤0.01%
35,468
-38,389
3461
$415K ﹤0.01%
42,161
+1
3462
$413K ﹤0.01%
14,165
-3,189
3463
$413K ﹤0.01%
15,089
-25,863
3464
$412K ﹤0.01%
13,126
+13,125
3465
$412K ﹤0.01%
59,171
-187
3466
$411K ﹤0.01%
18,640
-3,641
3467
$411K ﹤0.01%
5,237
+1,336
3468
$411K ﹤0.01%
5,733
-3,028
3469
$410K ﹤0.01%
6,686
-9,804
3470
$410K ﹤0.01%
25,214
-12,712
3471
$410K ﹤0.01%
46,545
-25,609
3472
$409K ﹤0.01%
40,511
+5,798
3473
$409K ﹤0.01%
41,370
-7,039
3474
$407K ﹤0.01%
5,180
-1,204
3475
$405K ﹤0.01%
90,389
-225,994
137 138
139
140 141