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
3501
$394K ﹤0.01%
16,468
-10,964
3502
$393K ﹤0.01%
5,581
-17,263
3503
$393K ﹤0.01%
17,121
+110
3504
$393K ﹤0.01%
36,587
-216,015
3505
$393K ﹤0.01%
16,820
-35,588
3506
$392K ﹤0.01%
+16,326
3507
$391K ﹤0.01%
89,228
-5,922
3508
$390K ﹤0.01%
4,516
-7,718
3509
$390K ﹤0.01%
5,204
+3,477
3510
$390K ﹤0.01%
45,103
-4,564
3511
$388K ﹤0.01%
19,357
-266
3512
$388K ﹤0.01%
77,997
+5,154
3513
$387K ﹤0.01%
35,378
-26,531
3514
$387K ﹤0.01%
14,879
+8,684
3515
$387K ﹤0.01%
57,658
-238,730
3516
$387K ﹤0.01%
73,660
+71,968
3517
$387K ﹤0.01%
25,569
-108,608
3518
$386K ﹤0.01%
136,101
+722
3519
$386K ﹤0.01%
5,177
+1,136
3520
$386K ﹤0.01%
12,386
-21,897
3521
$384K ﹤0.01%
65,824
-657,351
3522
$384K ﹤0.01%
19,813
-8,806
3523
$384K ﹤0.01%
5,993
+2,435
3524
$384K ﹤0.01%
10,447
+5,652
3525
$383K ﹤0.01%
68,986
-11,241
139 140
141
142 143