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
4576
$82K ﹤0.01%
+4,023
4577
$81K ﹤0.01%
2,591
-9,170
4578
$81K ﹤0.01%
6,156
-86
4579
$81K ﹤0.01%
2,365
-8,664
4580
$81K ﹤0.01%
3,349
+2,602
4581
$81K ﹤0.01%
1,152
-7,715
4582
$81K ﹤0.01%
8,004
-4,644
4583
$81K ﹤0.01%
17,150
-1,205
4584
$81K ﹤0.01%
35,983
+31,430
4585
$81K ﹤0.01%
1,655
+155
4586
$80K ﹤0.01%
1,673
+1,365
4587
$80K ﹤0.01%
23,442
+16,702
4588
$80K ﹤0.01%
1,744
+1,422
4589
$80K ﹤0.01%
11,251
-17,754
4590
$80K ﹤0.01%
1,379
-233
4591
$80K ﹤0.01%
1,950
-27,907
4592
$80K ﹤0.01%
3,673
-205,289
4593
$80K ﹤0.01%
23,365
-22,768
4594
$79K ﹤0.01%
13,128
+4,503
4595
$79K ﹤0.01%
4,808
-45,918
4596
$79K ﹤0.01%
3,689
-2,689
4597
$79K ﹤0.01%
7,300
+500
4598
$79K ﹤0.01%
3,399
+3,310
4599
$79K ﹤0.01%
3,183
+964
4600
$79K ﹤0.01%
1,257
-11,712
182 183
184
185 186