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
5801
$21K ﹤0.01%
1,945
-271
5802
$21K ﹤0.01%
4,551
+1,520
5803
$21K ﹤0.01%
23,925
-183
5804
$21K ﹤0.01%
+695
5805
$21K ﹤0.01%
1,265
-1,872
5806
$21K ﹤0.01%
2,166
+1,600
5807
$21K ﹤0.01%
2,116
+1,549
5808
$21K ﹤0.01%
2,133
-100
5809
$21K ﹤0.01%
3,294
-4,899
5810
$21K ﹤0.01%
2,148
+1,000
5811
$21K ﹤0.01%
2,097
+1,887
5812
$21K ﹤0.01%
2,091
+737
5813
$21K ﹤0.01%
2,103
-936
5814
$20K ﹤0.01%
481
+5
5815
$20K ﹤0.01%
+2,145
5816
$20K ﹤0.01%
+1,091
5817
$20K ﹤0.01%
4,115
+482
5818
$20K ﹤0.01%
415
-5
5819
$20K ﹤0.01%
+2,000
5820
$20K ﹤0.01%
+530
5821
$20K ﹤0.01%
2,016
-800
5822
$20K ﹤0.01%
631
-65
5823
$20K ﹤0.01%
2,070
+356
5824
$20K ﹤0.01%
637
+471
5825
$20K ﹤0.01%
1,096
-904
231 232
233
234 235