UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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 Short 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
26
$1.08B 0.44%
11,858,647
-229,352
27
$1.08B 0.44%
7,416,573
+157,541
28
$1.04B 0.43%
1,915,249
-247,659
29
$1.03B 0.42%
10,676,046
+96,504
30
$1.02B 0.42%
67,233,680
-10,011,290
31
$1B 0.41%
6,210,833
-972,143
32
$986M 0.4%
21,791,920
-1,032,425
33
$985M 0.4%
5,394,937
+81,363
34
$975M 0.4%
20,066,810
-1,484,590
35
$972M 0.4%
23,835,578
+1,143,048
36
$970M 0.4%
6,696,558
-1,837,407
37
$967M 0.4%
2,787,696
-284,479
38
$965M 0.4%
12,454,699
-263,123
39
$940M 0.39%
5,550,159
-826,125
40
$898M 0.37%
24,008,451
-1,995,482
41
$895M 0.37%
17,079,728
+294,801
42
$879M 0.36%
9,512,093
-301,759
43
$871M 0.36%
3,580,454
-96,915
44
$870M 0.36%
3,186,655
-612,724
45
$869M 0.36%
17,703,782
-1,213,079
46
$865M 0.36%
4,054,071
+67,898
47
$857M 0.35%
10,218,347
+442,747
48
$852M 0.35%
27,096,291
+8,227,021
49
$852M 0.35%
5,162,456
-245,082
50
$848M 0.35%
5,036,520
+133,108
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