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
4126
$155K ﹤0.01%
3,124
-8,024
4127
$154K ﹤0.01%
1,616
-932
4128
$154K ﹤0.01%
23,574
-7,252
4129
$154K ﹤0.01%
15,726
+15,100
4130
$154K ﹤0.01%
15,671
-1,500
4131
$153K ﹤0.01%
2,221
-2,286
4132
$153K ﹤0.01%
5,175
-61,125
4133
$152K ﹤0.01%
6,965
-2,357
4134
$152K ﹤0.01%
15,550
-1,362
4135
$152K ﹤0.01%
13,525
+3,010
4136
$151K ﹤0.01%
+15,357
4137
$151K ﹤0.01%
12,603
-1,124
4138
$151K ﹤0.01%
5,846
+519
4139
$151K ﹤0.01%
6,641
+1,488
4140
$150K ﹤0.01%
26,817
+24,757
4141
$150K ﹤0.01%
15,241
-9,362
4142
$150K ﹤0.01%
13,123
-14,742
4143
$149K ﹤0.01%
7,530
+3,755
4144
$149K ﹤0.01%
17,155
-11,838
4145
$149K ﹤0.01%
18,955
-5,071
4146
$149K ﹤0.01%
15,042
+42
4147
$149K ﹤0.01%
3,944
-6,189
4148
$148K ﹤0.01%
7,779
-3,928
4149
$148K ﹤0.01%
11,068
+6,471
4150
$148K ﹤0.01%
84,468
-10,838
164 165
166
167 168