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
3726
$275K ﹤0.01%
11,693
-401
3727
$275K ﹤0.01%
17,851
-21,983
3728
$274K ﹤0.01%
12,572
-56,413
3729
$274K ﹤0.01%
14,487
-3,691
3730
$274K ﹤0.01%
51,243
+7,062
3731
$273K ﹤0.01%
12,901
+6,768
3732
$273K ﹤0.01%
56,636
-64,261
3733
$272K ﹤0.01%
9,532
+811
3734
$271K ﹤0.01%
2,630
-2,155
3735
$271K ﹤0.01%
19,587
-52,630
3736
$271K ﹤0.01%
29,070
-3,187
3737
$270K ﹤0.01%
184
-158
3738
$270K ﹤0.01%
25,081
+14,706
3739
$270K ﹤0.01%
27,400
+761
3740
$270K ﹤0.01%
10,931
+100
3741
$269K ﹤0.01%
3,753
-1,453
3742
$269K ﹤0.01%
6,359
+3,956
3743
$269K ﹤0.01%
23,551
-34,120
3744
$267K ﹤0.01%
113,877
-700,808
3745
$267K ﹤0.01%
1,914
-5,048
3746
$267K ﹤0.01%
28,150
-28,566
3747
$266K ﹤0.01%
11,462
+10,989
3748
$266K ﹤0.01%
25,909
+311
3749
$265K ﹤0.01%
7,096
-1,312
3750
$265K ﹤0.01%
15,264
-27,777
148 149
150
151 152