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
4326
$115K ﹤0.01%
25,665
+1,665
4327
$115K ﹤0.01%
3,654
-9,989
4328
$115K ﹤0.01%
11,707
4329
$115K ﹤0.01%
11,644
4330
$114K ﹤0.01%
12,493
+5,364
4331
$114K ﹤0.01%
11,666
4332
$114K ﹤0.01%
10,047
+1,302
4333
$114K ﹤0.01%
25,735
-9,330
4334
$114K ﹤0.01%
1,446
-1,205
4335
$114K ﹤0.01%
2,378
+215
4336
$114K ﹤0.01%
7,549
-2,661
4337
$114K ﹤0.01%
15,253
+5,410
4338
$114K ﹤0.01%
4,942
+4,721
4339
$113K ﹤0.01%
5,296
-1,567
4340
$113K ﹤0.01%
56,998
+42,035
4341
$113K ﹤0.01%
2,857
-394
4342
$113K ﹤0.01%
5,597
-54,114
4343
$113K ﹤0.01%
3,945
-448
4344
$113K ﹤0.01%
6,862
-1,828
4345
$113K ﹤0.01%
2,945
-17,129
4346
$112K ﹤0.01%
+13,646
4347
$112K ﹤0.01%
+2,484
4348
$112K ﹤0.01%
8,376
-46,890
4349
$112K ﹤0.01%
2,467
-902
4350
$112K ﹤0.01%
5,144
+750
172 173
174
175 176