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
451
$65.8M 0.03%
3,247,967
-1,038,956
452
$65.8M 0.03%
1,300,284
-801,187
453
$65.7M 0.03%
1,001,444
+46,276
454
$65.5M 0.03%
991,913
-160,959
455
$65.5M 0.03%
574,859
-61,104
456
$65.4M 0.03%
870,550
+152,236
457
$65.1M 0.03%
300,199
-32,785
458
$65M 0.03%
2,073,792
+16,051
459
$64.6M 0.03%
1,092,782
+71,278
460
$64.5M 0.03%
696,463
-165,936
461
$64.5M 0.03%
507,395
-60,184
462
$64.4M 0.03%
782,314
-149,132
463
$64.3M 0.03%
1,035,080
-10,120
464
$64.2M 0.03%
370,858
+32,932
465
$63.9M 0.03%
210,552
-74,507
466
$63.9M 0.03%
491,699
-50,815
467
$63.4M 0.03%
1,077,640
+34,762
468
$63.2M 0.03%
1,368,188
+148,285
469
$62.9M 0.03%
702,938
+282,781
470
$62.8M 0.03%
1,124,356
-167,298
471
$62.6M 0.03%
1,485,259
-351,122
472
$62.6M 0.03%
1,894,149
+189,272
473
$61.9M 0.03%
1,964,488
+158,673
474
$61.3M 0.03%
1,387,738
+694,427
475
$61M 0.03%
427,352
+62,194
17 18
19
20 21