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
4501
$92K ﹤0.01%
+100,000
4502
$91K ﹤0.01%
3,130
-19,805
4503
$91K ﹤0.01%
25,917
-810,898
4504
$91K ﹤0.01%
10,135
-7,974
4505
$91K ﹤0.01%
2,480
-4,209
4506
$91K ﹤0.01%
105,185
+103,324
4507
$91K ﹤0.01%
12,600
-2,961
4508
$91K ﹤0.01%
583
+92
4509
$91K ﹤0.01%
19,303
+16,480
4510
$91K ﹤0.01%
10,833
-459
4511
$90K ﹤0.01%
28,551
-2,891
4512
$90K ﹤0.01%
100,000
4513
$90K ﹤0.01%
2,824
-3,812
4514
$90K ﹤0.01%
272
-166
4515
$90K ﹤0.01%
3,107
+2,394
4516
$90K ﹤0.01%
+9,233
4517
$89K ﹤0.01%
1,490
-1,822
4518
$89K ﹤0.01%
2,639
-6,444
4519
$89K ﹤0.01%
2,185
+471
4520
$89K ﹤0.01%
1,973
-13,290
4521
$89K ﹤0.01%
1,839
-2,916
4522
$89K ﹤0.01%
5,076
-1,180
4523
$88K ﹤0.01%
2,100
+2,099
4524
$88K ﹤0.01%
8,861
-249
4525
$88K ﹤0.01%
1,897
-457
179 180
181
182 183