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
551
$50.5M 0.02%
774,642
-43,926
552
$50.4M 0.02%
818,091
+662,688
553
$50.4M 0.02%
1,233,052
+31,915
554
$50.1M 0.02%
714,425
+42,791
555
$50.1M 0.02%
230,143
-41,620
556
$49.9M 0.02%
992,161
-400,515
557
$49.8M 0.02%
468,842
-34,341
558
$49.7M 0.02%
1,072,108
-286,153
559
$49.7M 0.02%
23,130
-3,343
560
$49.7M 0.02%
523,575
+21,673
561
$49.5M 0.02%
962,136
+118,294
562
$49.1M 0.02%
1,266,450
-32,585
563
$48.8M 0.02%
543,141
-24,630
564
$48.6M 0.02%
1,014,201
-45,328
565
$48.4M 0.02%
534,062
-61,289
566
$48.4M 0.02%
1,731,377
+638,771
567
$48.3M 0.02%
2,727,570
+1,525,736
568
$48.1M 0.02%
1,942,738
+408,903
569
$48M 0.02%
2,517,399
-354,016
570
$47.9M 0.02%
1,998,388
+14,050
571
$47.8M 0.02%
1,341,142
+105,098
572
$47.7M 0.02%
1,611,273
+306,666
573
$47.3M 0.02%
1,014,464
+142,042
574
$47.1M 0.02%
719,216
+6,253
575
$47M 0.02%
1,880,811
-545,496
21 22
23
24 25