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
501
$56.7M 0.02%
8,373,145
+485,209
502
$56.6M 0.02%
1,587,093
-148,502
503
$56.5M 0.02%
+4,206,477
504
$56.4M 0.02%
136,821
-41,160
505
$56.3M 0.02%
910,605
-531,568
506
$56.3M 0.02%
607,181
-126,670
507
$56.2M 0.02%
2,534,620
-4,373
508
$56.2M 0.02%
1,447,381
+61,959
509
$56.2M 0.02%
1,384,566
+1,353,514
510
$56M 0.02%
1,038,446
+364,923
511
$55.9M 0.02%
2,869,758
+350,256
512
$55.9M 0.02%
420,774
-39,527
513
$55.6M 0.02%
1,021,754
+142,521
514
$55M 0.02%
589,276
+744
515
$55M 0.02%
2,004,690
+686,483
516
$54.7M 0.02%
420,960
-140,111
517
$54.6M 0.02%
4,166,449
-143,063
518
$54.6M 0.02%
987,053
-149,203
519
$54.6M 0.02%
259,102
+43,018
520
$54.4M 0.02%
1,878,290
+739,964
521
$54.2M 0.02%
613,167
-162,190
522
$53.7M 0.02%
566,014
+185,902
523
$53.6M 0.02%
3,264,909
-499,689
524
$53.5M 0.02%
870,481
+8,361
525
$53.5M 0.02%
1,282,471
-48,461
19 20
21
22 23