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
3951
$197K ﹤0.01%
3,728
-2,728
3952
$197K ﹤0.01%
20,000
3953
$197K ﹤0.01%
20,116
+18,621
3954
$196K ﹤0.01%
9,431
+5,664
3955
$195K ﹤0.01%
20,999
-19,394
3956
$195K ﹤0.01%
1,720
-1,318
3957
$195K ﹤0.01%
7,787
+3,465
3958
$195K ﹤0.01%
5,914
-25,777
3959
$195K ﹤0.01%
6,085
-3,809
3960
$195K ﹤0.01%
620
+211
3961
$195K ﹤0.01%
19,810
+900
3962
$195K ﹤0.01%
20,055
+19,555
3963
$195K ﹤0.01%
19,800
3964
$195K ﹤0.01%
19,655
-9,010
3965
$195K ﹤0.01%
19,585
-54
3966
$194K ﹤0.01%
19,760
3967
$194K ﹤0.01%
23,468
-1,242
3968
$194K ﹤0.01%
14,647
-137,664
3969
$194K ﹤0.01%
19,470
-540
3970
$193K ﹤0.01%
10,741
+8,296
3971
$193K ﹤0.01%
2,361
-7,856
3972
$193K ﹤0.01%
5,781
+3,756
3973
$193K ﹤0.01%
1,847
-63
3974
$192K ﹤0.01%
13,348
-28,278
3975
$192K ﹤0.01%
13,848
-59,770
157 158
159
160 161