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
3576
$357K ﹤0.01%
16,715
-7,782
3577
$357K ﹤0.01%
19,297
-749
3578
$357K ﹤0.01%
33,948
-167,554
3579
$357K ﹤0.01%
9,706
-8,697
3580
$357K ﹤0.01%
16,719
-37,583
3581
$356K ﹤0.01%
7,259
-6,472
3582
$356K ﹤0.01%
16,225
+12,376
3583
$356K ﹤0.01%
13,461
+534
3584
$356K ﹤0.01%
36,284
+100
3585
$355K ﹤0.01%
42,211
-19,278
3586
$354K ﹤0.01%
42,827
-30,966
3587
$354K ﹤0.01%
24,608
-1,492
3588
$353K ﹤0.01%
26,057
+1,057
3589
$353K ﹤0.01%
18,709
-6,470
3590
$353K ﹤0.01%
2,780
-1,128
3591
$352K ﹤0.01%
3,742
-32
3592
$352K ﹤0.01%
28,043
-7,097
3593
$352K ﹤0.01%
94,560
+26,580
3594
$351K ﹤0.01%
17,693
-42,328
3595
$351K ﹤0.01%
9,697
-4,472
3596
$351K ﹤0.01%
10,300
-571
3597
$351K ﹤0.01%
36,062
3598
$350K ﹤0.01%
+14,247
3599
$349K ﹤0.01%
43,064
-2,001
3600
$348K ﹤0.01%
13,337
-21,363
142 143
144
145 146