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
601
$44.1M 0.02%
1,557,180
-33,095
602
$44.1M 0.02%
1,800,591
-189,072
603
$44.1M 0.02%
1,622,424
-29,640
604
$44.1M 0.02%
462,583
-5,773
605
$44.1M 0.02%
1,267,196
-379,781
606
$43.8M 0.02%
329,630
+6,805
607
$43.8M 0.02%
1,702,438
+242,000
608
$43.7M 0.02%
922,360
+360,663
609
$43.6M 0.02%
136,159
-16,482
610
$43.5M 0.02%
2,490,681
-151,432
611
$43.5M 0.02%
1,525,607
-47,066
612
$43.5M 0.02%
572,326
-2,364,263
613
$43.5M 0.02%
2,026,854
-27,917
614
$43.3M 0.02%
2,076,313
-448,262
615
$43.3M 0.02%
1,879,007
+231,161
616
$43.3M 0.02%
1,424,054
-209,643
617
$43.3M 0.02%
1,576,565
-686,195
618
$43.2M 0.02%
680,300
-125,191
619
$43.2M 0.02%
1,842,292
-483,444
620
$43.1M 0.02%
269,142
+87,717
621
$43M 0.02%
444,413
-179,904
622
$43M 0.02%
282,328
+19,209
623
$42.9M 0.02%
319,261
+78,143
624
$42.9M 0.02%
157,472
-69,091
625
$42.9M 0.02%
1,217,209
+706,666
23 24
25
26 27