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 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
3876
$217K ﹤0.01%
22,100
+900
3877
$216K ﹤0.01%
2,604
+1,927
3878
$216K ﹤0.01%
10,560
-19,956
3879
$215K ﹤0.01%
30,301
-10,811
3880
$215K ﹤0.01%
7,864
-17,913
3881
$215K ﹤0.01%
10,066
-16,036
3882
$215K ﹤0.01%
21,753
+1,089
3883
$214K ﹤0.01%
1,226
-805
3884
$214K ﹤0.01%
762,832
-8,209
3885
$214K ﹤0.01%
5,584
-600
3886
$213K ﹤0.01%
7,008
-216,759
3887
$213K ﹤0.01%
21,756
+20,000
3888
$213K ﹤0.01%
9,901
-2,161
3889
$213K ﹤0.01%
4,635
+1,873
3890
$212K ﹤0.01%
21,500
3891
$212K ﹤0.01%
3,613
-17,189
3892
$212K ﹤0.01%
10,132
-23,820
3893
$212K ﹤0.01%
21,660
-15,036
3894
$212K ﹤0.01%
25,870
-28,461
3895
$212K ﹤0.01%
9,235
-30,427
3896
$211K ﹤0.01%
+4,060
3897
$210K ﹤0.01%
7,551
-8,495
3898
$210K ﹤0.01%
18,914
-18,005
3899
$210K ﹤0.01%
85,221
+249
3900
$209K ﹤0.01%
3,285
+980
154 155
156
157 158