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
4426
$102K ﹤0.01%
4,631
-757
4427
$102K ﹤0.01%
3,624
-861
4428
$102K ﹤0.01%
9,493
+919
4429
$102K ﹤0.01%
9,766
-816
4430
$102K ﹤0.01%
9,000
-542,993
4431
$102K ﹤0.01%
2,138
-117
4432
$102K ﹤0.01%
32,765
+14,765
4433
$101K ﹤0.01%
22,384
-85,190
4434
$101K ﹤0.01%
2,349
+1,283
4435
$101K ﹤0.01%
4,905
+1,914
4436
$101K ﹤0.01%
10,000
-9,476
4437
$100K ﹤0.01%
2,455
-5,037
4438
$100K ﹤0.01%
8,827
-1,641
4439
$100K ﹤0.01%
1,063
-88
4440
$100K ﹤0.01%
10,184
-2,000
4441
$100K ﹤0.01%
10,252
-764
4442
$99K ﹤0.01%
6,990
-414
4443
$99K ﹤0.01%
86,319
-2,643
4444
$99K ﹤0.01%
3,003
-879
4445
$99K ﹤0.01%
10,068
+9,400
4446
$99K ﹤0.01%
2,867
-14,661
4447
$99K ﹤0.01%
5,777
+500
4448
$98K ﹤0.01%
9,859
+5,818
4449
$98K ﹤0.01%
10,061
+199
4450
$98K ﹤0.01%
10,000
176 177
178
179 180