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
376
$90.3M 0.04%
10,991,202
+8,988,461
377
$90.3M 0.04%
1,476,996
+53,369
378
$89.8M 0.04%
3,069,713
+447,825
379
$88.8M 0.04%
18,232,846
-595,918
380
$88.5M 0.04%
186,038
-24,346
381
$88.5M 0.04%
3,638,752
+172,038
382
$87.9M 0.04%
3,778,688
+233,501
383
$87.8M 0.04%
669,869
-207,984
384
$87.6M 0.04%
3,187,808
+88,958
385
$87.6M 0.04%
931,139
-68,384
386
$87M 0.04%
308,694
-102,651
387
$85.7M 0.04%
1,143,033
+22,090
388
$85.5M 0.04%
2,276,792
+675,055
389
$85.3M 0.04%
1,469,065
-470,180
390
$84.4M 0.03%
1,863,255
+121,394
391
$83.9M 0.03%
1,640,244
-85,203
392
$83.5M 0.03%
2,296,294
-168,474
393
$83M 0.03%
1,878,082
-77,872
394
$82.4M 0.03%
1,521,123
-18,160
395
$81.4M 0.03%
3,474,709
-702,508
396
$81.3M 0.03%
3,153,468
+697,310
397
$81.3M 0.03%
2,991,927
-59,227
398
$80.6M 0.03%
921,036
+145,624
399
$80.4M 0.03%
331,132
+51,613
400
$80.4M 0.03%
1,151,079
+3,977
14 15
16
17 18