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
5451
$28K ﹤0.01%
986
+735
5452
$28K ﹤0.01%
+1,213
5453
$28K ﹤0.01%
+700
5454
$28K ﹤0.01%
764
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5455
$28K ﹤0.01%
2,078
+1,513
5456
$28K ﹤0.01%
5,018
+1,640
5457
$28K ﹤0.01%
3,537
+550
5458
$28K ﹤0.01%
1,441
+550
5459
$28K ﹤0.01%
1,490
-1,233
5460
$28K ﹤0.01%
3,724
-21,229
5461
$28K ﹤0.01%
+1,155
5462
$28K ﹤0.01%
1,006
-4,675
5463
$28K ﹤0.01%
242
-112
5464
$27K ﹤0.01%
557
-11
5465
$27K ﹤0.01%
3,910
-1,198
5466
$27K ﹤0.01%
2,106
-3,446
5467
$27K ﹤0.01%
795
-648
5468
$27K ﹤0.01%
1,175
+1,112
5469
$27K ﹤0.01%
2,500
-2,000
5470
$27K ﹤0.01%
101,085
-31,348
5471
$27K ﹤0.01%
1,044
+1,026
5472
$27K ﹤0.01%
1,012
-683
5473
$27K ﹤0.01%
+1,030
5474
$27K ﹤0.01%
470
-7,139
5475
$27K ﹤0.01%
2,721
-86
217 218
219
220 221