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
326
$111M 0.05%
634,769
+34,669
327
$110M 0.05%
1,238,326
+109,941
328
$110M 0.05%
5,243,850
-145,209
329
$109M 0.04%
963,032
-35,665
330
$109M 0.04%
2,473,636
-1,418,352
331
$109M 0.04%
3,152,716
-217,729
332
$109M 0.04%
1,693,281
-105,324
333
$109M 0.04%
1,591,369
+425,275
334
$109M 0.04%
2,462,000
-130,314
335
$108M 0.04%
729,214
+44,506
336
$108M 0.04%
3,020,989
-717,260
337
$107M 0.04%
1,799,350
+44,069
338
$107M 0.04%
1,845,731
-321,593
339
$107M 0.04%
1,924,645
-162,029
340
$105M 0.04%
271,714
-142,241
341
$104M 0.04%
895,339
-189,673
342
$103M 0.04%
1,072,344
+150,506
343
$102M 0.04%
1,939,739
-2,594,700
344
$102M 0.04%
5,003,217
+650,091
345
$102M 0.04%
605,289
+29,949
346
$102M 0.04%
646,382
-57,928
347
$101M 0.04%
3,687,889
-928,523
348
$101M 0.04%
655,070
-105,874
349
$101M 0.04%
1,440,995
-336,043
350
$100M 0.04%
2,308,184
-1,043,752
12 13
14
15 16