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
4676
$71K ﹤0.01%
1,627
-2,350
4677
$70K ﹤0.01%
7,100
+578
4678
$70K ﹤0.01%
40,751
+811
4679
$70K ﹤0.01%
2,518
+793
4680
$70K ﹤0.01%
3,419
+287
4681
$70K ﹤0.01%
219,455
+20,098
4682
$70K ﹤0.01%
2,265
+2,101
4683
$70K ﹤0.01%
3,789
+762
4684
$70K ﹤0.01%
5,449
-2,848
4685
$70K ﹤0.01%
7,150
-231,388
4686
$69K ﹤0.01%
2,095
-11,229
4687
$69K ﹤0.01%
9,339
-64,125
4688
$69K ﹤0.01%
+3,851
4689
$69K ﹤0.01%
10,020
-4,294
4690
$69K ﹤0.01%
12,050
-1,886
4691
$69K ﹤0.01%
2,735
-16,940
4692
$69K ﹤0.01%
121,915
+53,761
4693
$69K ﹤0.01%
3,316
-130
4694
$69K ﹤0.01%
4,307
+2,034
4695
$68K ﹤0.01%
+2,286
4696
$68K ﹤0.01%
2,527
-78,266
4697
$68K ﹤0.01%
1,110
+786
4698
$68K ﹤0.01%
852
+287
4699
$68K ﹤0.01%
9,242
+9,184
4700
$67K ﹤0.01%
9,771
+3,896
186 187
188
189 190