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
401
$80.4M 0.03%
1,544,165
+84,811
402
$80.3M 0.03%
384,359
-23,438
403
$79.1M 0.03%
1,470,850
+60,555
404
$78.5M 0.03%
2,100,553
+940,098
405
$77.4M 0.03%
2,701,010
+487,580
406
$77.2M 0.03%
4,349,518
+442,267
407
$77M 0.03%
2,018,023
-11,472
408
$76.8M 0.03%
2,607,988
+11,353
409
$76.8M 0.03%
6,176,302
+5,877,116
410
$76.5M 0.03%
1,335,264
+37,623
411
$76.4M 0.03%
4,124,453
-495,207
412
$76.3M 0.03%
3,041,769
+26,355
413
$75.5M 0.03%
375,008
-32,422
414
$75.2M 0.03%
1,491,414
-321,704
415
$75.1M 0.03%
1,393,105
-23,650
416
$74.9M 0.03%
2,499,499
+126,182
417
$74.2M 0.03%
832,675
-147,942
418
$73.6M 0.03%
5,962,767
-98,979
419
$73.5M 0.03%
124,323
+18,975
420
$73M 0.03%
1,106,386
+535,592
421
$73M 0.03%
1,622,826
-198,850
422
$72.9M 0.03%
1,335,034
-250,663
423
$72.1M 0.03%
1,341,994
+95,576
424
$71.8M 0.03%
705,152
-125,700
425
$71.4M 0.03%
528,290
-29,616
15 16
17
18 19