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
4101
$162K ﹤0.01%
15,590
-81,990
4102
$162K ﹤0.01%
1,932
+190
4103
$161K ﹤0.01%
9,309
+1,434
4104
$160K ﹤0.01%
1,409
-3,478
4105
$160K ﹤0.01%
+790
4106
$159K ﹤0.01%
8,001
-2,604
4107
$159K ﹤0.01%
18,394
+12,865
4108
$159K ﹤0.01%
1,592
-493
4109
$159K ﹤0.01%
5,994
-3,694
4110
$159K ﹤0.01%
16,210
-100
4111
$158K ﹤0.01%
18,003
+3,514
4112
$158K ﹤0.01%
12,441
+169
4113
$158K ﹤0.01%
11,214
-24,036
4114
$158K ﹤0.01%
11,176
-500
4115
$158K ﹤0.01%
16,213
-3,731
4116
$158K ﹤0.01%
4,060
+706
4117
$157K ﹤0.01%
12,167
-85,365
4118
$157K ﹤0.01%
16,086
-400
4119
$157K ﹤0.01%
114,715
-17,773
4120
$156K ﹤0.01%
9,720
-144
4121
$156K ﹤0.01%
12,082
-9,543
4122
$156K ﹤0.01%
12,500
-19,654
4123
$155K ﹤0.01%
15,617
4124
$155K ﹤0.01%
4,221
-7,720
4125
$155K ﹤0.01%
5,923
-4,252
163 164
165
166 167