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
576
$47M 0.02%
564,718
-76,883
577
$46.3M 0.02%
686,526
+86,286
578
$46.2M 0.02%
518,295
+140,028
579
$46.2M 0.02%
364,206
-58,247
580
$46.1M 0.02%
1,138,007
-162,680
581
$46.1M 0.02%
950,666
+25,777
582
$45.8M 0.02%
1,114,143
+19,598
583
$45.8M 0.02%
1,359,478
+425,457
584
$45.7M 0.02%
461,322
-12,141
585
$45.3M 0.02%
1,135,102
+364,043
586
$45.2M 0.02%
277,466
+100,228
587
$45.2M 0.02%
167,658
+27,639
588
$45.1M 0.02%
1,177,879
-54,050
589
$45.1M 0.02%
228,606
-600,455
590
$45M 0.02%
1,150,349
-338,958
591
$44.9M 0.02%
656,759
+319,787
592
$44.8M 0.02%
633,417
+83,569
593
$44.6M 0.02%
329,249
+27,955
594
$44.6M 0.02%
1,327,419
+86,205
595
$44.5M 0.02%
396,105
+3,308
596
$44.4M 0.02%
239,648
+1,799
597
$44.4M 0.02%
422,420
+90,609
598
$44.3M 0.02%
846,762
+94,547
599
$44.2M 0.02%
614,500
+2,698
600
$44.1M 0.02%
141,102
-6,454
22 23
24
25 26