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
3651
$316K ﹤0.01%
13,287
-1,046
3652
$314K ﹤0.01%
28,048
+13,047
3653
$313K ﹤0.01%
16,639
-2,733
3654
$313K ﹤0.01%
10,651
+100
3655
$312K ﹤0.01%
27,040
+10,290
3656
$312K ﹤0.01%
25,558
-5,243
3657
$312K ﹤0.01%
18,887
+597
3658
$312K ﹤0.01%
9,704
-5,830
3659
$311K ﹤0.01%
1,838
-1,402
3660
$311K ﹤0.01%
33,877
-17,551
3661
$310K ﹤0.01%
15,149
+1,124
3662
$310K ﹤0.01%
34,603
-252,467
3663
$309K ﹤0.01%
9,112
-72,403
3664
$309K ﹤0.01%
14,795
+1,322
3665
$309K ﹤0.01%
31,205
+1,466
3666
$303K ﹤0.01%
6,074
-5,577
3667
$303K ﹤0.01%
91,594
+48,000
3668
$303K ﹤0.01%
30,948
-2,311
3669
$302K ﹤0.01%
+22,081
3670
$302K ﹤0.01%
9,364
+3,224
3671
$300K ﹤0.01%
27,034
+9,282
3672
$299K ﹤0.01%
16,492
-1,629
3673
$299K ﹤0.01%
14,962
+11,400
3674
$298K ﹤0.01%
162,085
-38,894
3675
$298K ﹤0.01%
43,216
-71,909
145 146
147
148 149