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
3601
$348K ﹤0.01%
39,454
+2,031
3602
$348K ﹤0.01%
6,325
-20,938
3603
$347K ﹤0.01%
35,648
+22
3604
$346K ﹤0.01%
16,079
-61,195
3605
$345K ﹤0.01%
21,976
+11,088
3606
$344K ﹤0.01%
11,345
-3,380
3607
$344K ﹤0.01%
38,950
+3,000
3608
$343K ﹤0.01%
26,075
+498
3609
$343K ﹤0.01%
320,617
-75,275
3610
$343K ﹤0.01%
15,587
-7,360
3611
$339K ﹤0.01%
8,175
-7,516
3612
$339K ﹤0.01%
99,480
-169,211
3613
$339K ﹤0.01%
16,181
-96,579
3614
$338K ﹤0.01%
+89,504
3615
$338K ﹤0.01%
23,455
+16,055
3616
$338K ﹤0.01%
7,122
-1,841
3617
$337K ﹤0.01%
8,396
-14,764
3618
$337K ﹤0.01%
9,692
+9,151
3619
$336K ﹤0.01%
135,049
+120,298
3620
$335K ﹤0.01%
33,275
+121
3621
$334K ﹤0.01%
58,000
-56,000
3622
$334K ﹤0.01%
22,571
-26
3623
$333K ﹤0.01%
857
-2,314
3624
$333K ﹤0.01%
1,788
-444
3625
$332K ﹤0.01%
19,705
+856
143 144
145
146 147