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
526
$53.4M 0.02%
135,245
+71,317
527
$53.3M 0.02%
935,171
+480,829
528
$53.2M 0.02%
1,147,198
-192,866
529
$53.1M 0.02%
1,297,863
+221,232
530
$53.1M 0.02%
113,343
+48,418
531
$52.8M 0.02%
511,521
-27,128
532
$52.7M 0.02%
80,223
-39,908
533
$52.6M 0.02%
371,480
+134,786
534
$52.3M 0.02%
1,772,018
+1,331,016
535
$52.2M 0.02%
5,750,821
+3,482,532
536
$52M 0.02%
843,832
+7,745
537
$52M 0.02%
2,505,959
+381,853
538
$52M 0.02%
4,165,959
-99,554
539
$51.9M 0.02%
134,557
+15,085
540
$51.8M 0.02%
754,667
+25,384
541
$51.7M 0.02%
1,431,045
-792,261
542
$51.6M 0.02%
799,894
-8,524
543
$51.5M 0.02%
929,032
+319,788
544
$51.3M 0.02%
881,766
+56,556
545
$51.2M 0.02%
342,378
+21,173
546
$51.1M 0.02%
838,087
+154,585
547
$51.1M 0.02%
370,439
-15,791
548
$51M 0.02%
1,694,072
+438,890
549
$50.8M 0.02%
4,002,557
+1,091,250
550
$50.7M 0.02%
1,013,355
-5,321
20 21
22
23 24