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
426
$71.2M 0.03%
1,361,106
+147,893
427
$71.1M 0.03%
504,659
-128
428
$70.7M 0.03%
1,185,697
+232,763
429
$70.4M 0.03%
1,489,964
-367,274
430
$70.3M 0.03%
430,616
-21,862
431
$70.2M 0.03%
450,170
+57,518
432
$69.8M 0.03%
1,508,372
-610,668
433
$69.8M 0.03%
288,717
+55,717
434
$69.7M 0.03%
866,000
+77,303
435
$69.4M 0.03%
322,691
-10,991
436
$69M 0.03%
3,901,449
+870,533
437
$69M 0.03%
1,046,635
-165,109
438
$68.6M 0.03%
294,763
+240,224
439
$68.4M 0.03%
1,357,876
+778,485
440
$68.3M 0.03%
1,078,172
-145,626
441
$68.2M 0.03%
2,363,278
+976,502
442
$68.1M 0.03%
145,417
+3,129
443
$68M 0.03%
952,918
-42,101
444
$67.8M 0.03%
498,763
-120,162
445
$67.6M 0.03%
551,326
+205,388
446
$66.9M 0.03%
1,864,506
+618,334
447
$66.4M 0.03%
2,053,565
-165,226
448
$66.3M 0.03%
2,021,258
+126,575
449
$66.2M 0.03%
1,153,052
-41,140
450
$65.8M 0.03%
161
-704
16 17
18
19 20