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
351
$99.9M 0.04%
1,461,826
+219,054
352
$99.8M 0.04%
10,163,484
+1,696,004
353
$99.4M 0.04%
513,476
-5,490
354
$99.3M 0.04%
1,601,346
+371,847
355
$98M 0.04%
3,136,730
+1,384,500
356
$97.5M 0.04%
1,909,036
-55,052
357
$96.3M 0.04%
4,042,711
+51,918
358
$96.2M 0.04%
2,791,512
+417,503
359
$95.7M 0.04%
1,140,145
-203,078
360
$95.6M 0.04%
8,586,652
-2,693,746
361
$94.8M 0.04%
359,907
-139,640
362
$94M 0.04%
892,647
-97,998
363
$93.8M 0.04%
829,300
-35,314
364
$93.4M 0.04%
701,833
+101,137
365
$93.3M 0.04%
3,235,343
+232,676
366
$93.3M 0.04%
1,242,506
+128,219
367
$93.2M 0.04%
1,201,288
-162,831
368
$93.1M 0.04%
1,168,465
-66,484
369
$92.9M 0.04%
467,107
-185,057
370
$92.3M 0.04%
761,538
-16,187
371
$92.1M 0.04%
288,708
-218,220
372
$91.8M 0.04%
2,172,791
-297,443
373
$91.5M 0.04%
371,218
-102,961
374
$91.5M 0.04%
4,944,041
-563,397
375
$90.5M 0.04%
2,580,771
-269,172
13 14
15
16 17