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
476
$60.9M 0.03%
1,403,172
+7,635
477
$60.9M 0.03%
1,080,005
-226
478
$60.8M 0.03%
154,074
+8,379
479
$60.2M 0.02%
2,770,756
+930,513
480
$60.1M 0.02%
1,669,845
+36,781
481
$60M 0.02%
1,212,001
-207,013
482
$59.9M 0.02%
1,446,705
+167,161
483
$59.7M 0.02%
1,025,802
-2,307,182
484
$59.5M 0.02%
2,411,726
+1,246,614
485
$59.4M 0.02%
3,447,209
+142,752
486
$59.3M 0.02%
565,761
+9,317
487
$59.2M 0.02%
1,519,963
-991
488
$59.2M 0.02%
1,263,816
-1,702,366
489
$58.1M 0.02%
720,010
+3,053
490
$57.8M 0.02%
799,684
-27,914
491
$57.7M 0.02%
1,865,444
-65,930
492
$57.6M 0.02%
1,444,516
+221,245
493
$57.5M 0.02%
2,558,738
-192,291
494
$57.5M 0.02%
636,304
+46,484
495
$57.3M 0.02%
1,181,797
-83,421
496
$57.3M 0.02%
1,274,905
-95,111
497
$57M 0.02%
734,466
-266,043
498
$57M 0.02%
279,310
-84,208
499
$56.9M 0.02%
673,767
-75,742
500
$56.8M 0.02%
601,058
+143,582
18 19
20
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