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
5226
$34K ﹤0.01%
1,586
+1,503
5227
$34K ﹤0.01%
3,348
-1,275
5228
$34K ﹤0.01%
3,465
+1,666
5229
$34K ﹤0.01%
3,397
+2,713
5230
$34K ﹤0.01%
42,705
+26,172
5231
$34K ﹤0.01%
1,280
-81
5232
$34K ﹤0.01%
+72,613
5233
$34K ﹤0.01%
1,316
+69
5234
$34K ﹤0.01%
15,945
+945
5235
$34K ﹤0.01%
1,036
-18,989
5236
$34K ﹤0.01%
+1,732
5237
$34K ﹤0.01%
3,317
+137
5238
$34K ﹤0.01%
700
-2,315
5239
$34K ﹤0.01%
391
-153
5240
$34K ﹤0.01%
2,406
+704
5241
$34K ﹤0.01%
1,548
+245
5242
$34K ﹤0.01%
3,366
-50
5243
$34K ﹤0.01%
1,463
-1,503
5244
$34K ﹤0.01%
30,793
+13,327
5245
$34K ﹤0.01%
3,650
-5,044
5246
$34K ﹤0.01%
505
-192
5247
$34K ﹤0.01%
1,660
-4,098
5248
$34K ﹤0.01%
713
-570
5249
$34K ﹤0.01%
2,000
-1,455
5250
$34K ﹤0.01%
796
-1,479
208 209
210
211 212