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
5476
$27K ﹤0.01%
2,762
-10,372
5477
$27K ﹤0.01%
12,179
+4,604
5478
$27K ﹤0.01%
124,957
-75,043
5479
$27K ﹤0.01%
2,710
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5480
$27K ﹤0.01%
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5481
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-1,168
5482
$27K ﹤0.01%
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5483
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964
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5484
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626
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5486
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5487
$27K ﹤0.01%
943
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5488
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517
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5492
$27K ﹤0.01%
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5493
$27K ﹤0.01%
12,233
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5494
$27K ﹤0.01%
821
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5495
$27K ﹤0.01%
978
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5496
$27K ﹤0.01%
1,507
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5497
$27K ﹤0.01%
2,000
-1,635
5498
$27K ﹤0.01%
464
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5499
$27K ﹤0.01%
493
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5500
$27K ﹤0.01%
991
-1,384
218 219
220
221 222