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
3526
$382K ﹤0.01%
11,293
-28,087
3527
$382K ﹤0.01%
+41,488
3528
$382K ﹤0.01%
11,952
-5,839
3529
$381K ﹤0.01%
15,551
+3,215
3530
$381K ﹤0.01%
167,713
+71,386
3531
$380K ﹤0.01%
50,489
-39,991
3532
$380K ﹤0.01%
16,224
+73
3533
$380K ﹤0.01%
14,073
+2,615
3534
$379K ﹤0.01%
1,858
-1,929
3535
$378K ﹤0.01%
136
3536
$378K ﹤0.01%
8,515
-18,549
3537
$378K ﹤0.01%
38,205
-13,463
3538
$378K ﹤0.01%
25,388
-41,288
3539
$376K ﹤0.01%
12,194
-1,108
3540
$376K ﹤0.01%
582
+130
3541
$375K ﹤0.01%
48,367
+47,209
3542
$375K ﹤0.01%
26,765
-1,590
3543
$375K ﹤0.01%
10,562
+9,204
3544
$375K ﹤0.01%
38,900
+400
3545
$375K ﹤0.01%
223,217
-1,435
3546
$374K ﹤0.01%
2,540
-1,475
3547
$373K ﹤0.01%
17,245
+4,570
3548
$373K ﹤0.01%
58,289
+2,477
3549
$373K ﹤0.01%
30,616
-3,032
3550
$372K ﹤0.01%
25,000
140 141
142
143 144