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
4251
$128K ﹤0.01%
2,695
-12,265
4252
$128K ﹤0.01%
4,865
-6,075
4253
$128K ﹤0.01%
14,244
+407
4254
$127K ﹤0.01%
2,055
-1,553
4255
$127K ﹤0.01%
4,333
-3,384
4256
$127K ﹤0.01%
3,641
-610
4257
$127K ﹤0.01%
15,838
+1,840
4258
$127K ﹤0.01%
10,645
-99,705
4259
$126K ﹤0.01%
13,095
+1,890
4260
$126K ﹤0.01%
3,766
-20,429
4261
$126K ﹤0.01%
22,753
-10,118
4262
$126K ﹤0.01%
4,076
+201
4263
$126K ﹤0.01%
4,648
-1,251
4264
$126K ﹤0.01%
4,074
-8,726
4265
$125K ﹤0.01%
8,651
+1,236
4266
$125K ﹤0.01%
4,270
-7,041
4267
$125K ﹤0.01%
8,495
-4,538
4268
$125K ﹤0.01%
35,596
-10,173
4269
$125K ﹤0.01%
4,915
-5,849
4270
$124K ﹤0.01%
10,312
-9,723
4271
$124K ﹤0.01%
1,328
-298
4272
$124K ﹤0.01%
8,971
-5,041
4273
$124K ﹤0.01%
2,059
-2,358
4274
$124K ﹤0.01%
2,621
-3,974
4275
$124K ﹤0.01%
51,132
169 170
171
172 173