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
3926
$203K ﹤0.01%
10,148
+10,119
3927
$202K ﹤0.01%
1,389
-7,523
3928
$202K ﹤0.01%
16,434
-40,250
3929
$202K ﹤0.01%
16,812
-2,752
3930
$202K ﹤0.01%
1,439
-11,310
3931
$201K ﹤0.01%
3,312
-542
3932
$201K ﹤0.01%
8,121
+2,135
3933
$201K ﹤0.01%
2,296
+1,483
3934
$200K ﹤0.01%
9,525
-30,561
3935
$200K ﹤0.01%
14,313
-1,860
3936
$200K ﹤0.01%
21,129
-15,386
3937
$200K ﹤0.01%
13,504
-2,453
3938
$200K ﹤0.01%
2,420
-1,793
3939
$199K ﹤0.01%
4,967
-48
3940
$199K ﹤0.01%
151
-57
3941
$199K ﹤0.01%
+19,095
3942
$199K ﹤0.01%
12,092
+9,547
3943
$198K ﹤0.01%
54,825
+36,000
3944
$198K ﹤0.01%
3,500
3945
$198K ﹤0.01%
20,191
-2
3946
$198K ﹤0.01%
20,009
+800
3947
$198K ﹤0.01%
20,100
+601
3948
$197K ﹤0.01%
29,160
-2,208
3949
$197K ﹤0.01%
26,832
-4,192
3950
$197K ﹤0.01%
3,032
-3,226
156 157
158
159 160