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
4701
$67K ﹤0.01%
1,831
-53,105
4702
$67K ﹤0.01%
1,887
-14,397
4703
$67K ﹤0.01%
574
-1,686
4704
$67K ﹤0.01%
2,900
+898
4705
$67K ﹤0.01%
2,864
-603
4706
$67K ﹤0.01%
7,598
-19,254
4707
$67K ﹤0.01%
1,467
+1,268
4708
$67K ﹤0.01%
8,791
-54,147
4709
$67K ﹤0.01%
1,745
-4,036
4710
$66K ﹤0.01%
16,966
-1,054
4711
$66K ﹤0.01%
4,096
+2,406
4712
$66K ﹤0.01%
2,318
-7,439
4713
$66K ﹤0.01%
23,310
-1,431
4714
$66K ﹤0.01%
5,182
-435
4715
$66K ﹤0.01%
1,008
+390
4716
$66K ﹤0.01%
1,361
-9,470
4717
$66K ﹤0.01%
+36,719
4718
$66K ﹤0.01%
15,000
-472
4719
$66K ﹤0.01%
+7,654
4720
$66K ﹤0.01%
2,850
+1,045
4721
$66K ﹤0.01%
9,738
+1,342
4722
$66K ﹤0.01%
4,846
-2,124
4723
$65K ﹤0.01%
3,070
+318
4724
$65K ﹤0.01%
1,147
+373
4725
$65K ﹤0.01%
+1,529
187 188
189
190 191