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
3476
$405K ﹤0.01%
3,931
-52,897
3477
$405K ﹤0.01%
11,837
-159,894
3478
$403K ﹤0.01%
20,645
+2,668
3479
$403K ﹤0.01%
29,676
+24,383
3480
$403K ﹤0.01%
27,702
-68,903
3481
$402K ﹤0.01%
8,836
-7,577
3482
$402K ﹤0.01%
21,353
+15,840
3483
$402K ﹤0.01%
14,111
+7,179
3484
$401K ﹤0.01%
21,894
-9,954
3485
$399K ﹤0.01%
73,996
+25,075
3486
$399K ﹤0.01%
252,895
+214,941
3487
$398K ﹤0.01%
3,358
-646
3488
$398K ﹤0.01%
31,453
-1,856
3489
$397K ﹤0.01%
17,543
-9,207
3490
$397K ﹤0.01%
15,472
+6,836
3491
$397K ﹤0.01%
16,920
+13,109
3492
$396K ﹤0.01%
4,050
-560
3493
$396K ﹤0.01%
5,935
-22,221
3494
$396K ﹤0.01%
13,824
-2,574
3495
$395K ﹤0.01%
21,255
-9,202
3496
$395K ﹤0.01%
212,153
+87
3497
$394K ﹤0.01%
103,673
+8,103
3498
$394K ﹤0.01%
8,939
-4,241
3499
$394K ﹤0.01%
15,085
-6,720
3500
$394K ﹤0.01%
14,812
-22,275
138 139
140
141 142