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
4376
$108K ﹤0.01%
3,386
-3,475
4377
$108K ﹤0.01%
4,319
-37,524
4378
$108K ﹤0.01%
3,949
+514
4379
$108K ﹤0.01%
41,585
-2,540
4380
$108K ﹤0.01%
13,984
+12,422
4381
$108K ﹤0.01%
11,010
+200
4382
$108K ﹤0.01%
11,338
+1,003
4383
$107K ﹤0.01%
+10,895
4384
$107K ﹤0.01%
10,894
-14
4385
$107K ﹤0.01%
10,700
-17,106
4386
$107K ﹤0.01%
2,842
-19,071
4387
$107K ﹤0.01%
2,222
-1,036
4388
$107K ﹤0.01%
2,711
+621
4389
$106K ﹤0.01%
3,070
+228
4390
$106K ﹤0.01%
10,799
+99
4391
$106K ﹤0.01%
10,781
+1,157
4392
$106K ﹤0.01%
7,393
-4,042
4393
$106K ﹤0.01%
9,066
+1,559
4394
$106K ﹤0.01%
2,264
-1,506
4395
$106K ﹤0.01%
10,799
4396
$106K ﹤0.01%
10,865
4397
$105K ﹤0.01%
2,943
-3,975
4398
$105K ﹤0.01%
2,273
+618
4399
$105K ﹤0.01%
2,333
-3,007
4400
$105K ﹤0.01%
12,981
-91,153
174 175
176
177 178