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
3776
$253K ﹤0.01%
102,973
-5,027
3777
$253K ﹤0.01%
+41,225
3778
$252K ﹤0.01%
6,038
-5,377
3779
$252K ﹤0.01%
5,825
-12,494
3780
$252K ﹤0.01%
5,186
-11,056
3781
$252K ﹤0.01%
25,240
+240
3782
$251K ﹤0.01%
9,173
-34,243
3783
$251K ﹤0.01%
23,488
-102,635
3784
$250K ﹤0.01%
27,079
-497,017
3785
$250K ﹤0.01%
13,567
-11,167
3786
$250K ﹤0.01%
21,654
-81,449
3787
$250K ﹤0.01%
25,378
+5,375
3788
$250K ﹤0.01%
24,712
-5,954
3789
$249K ﹤0.01%
13,715
+2,217
3790
$249K ﹤0.01%
5,297
-61,399
3791
$249K ﹤0.01%
25,000
3792
$248K ﹤0.01%
14,126
-60,288
3793
$247K ﹤0.01%
16,842
-13,714
3794
$247K ﹤0.01%
24,750
-250
3795
$246K ﹤0.01%
9,422
+50
3796
$245K ﹤0.01%
7,419
-5,188
3797
$245K ﹤0.01%
10,707
-9,308
3798
$245K ﹤0.01%
4,307
-34,322
3799
$245K ﹤0.01%
4,618
+178
3800
$244K ﹤0.01%
7,883
-36
150 151
152
153 154