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
651
$39.9M 0.02%
276,553
+8,168
652
$39.8M 0.02%
350,151
+1,328
653
$39.8M 0.02%
1,903,748
+953,627
654
$39.5M 0.02%
2,281,768
-107,500
655
$39.2M 0.02%
1,722,813
-351,040
656
$39.2M 0.02%
808,171
+574,941
657
$39.2M 0.02%
600,592
+310,018
658
$39.2M 0.02%
312,613
-2,374
659
$39.1M 0.02%
1,571,484
-95,107
660
$39M 0.02%
429,900
-18,676
661
$38.9M 0.02%
1,832,601
+518,128
662
$38.6M 0.02%
2,477,839
+41,358
663
$38.6M 0.02%
828,853
-130,229
664
$38.5M 0.02%
1,011,011
+23,462
665
$38.5M 0.02%
374,154
-12,498
666
$38.5M 0.02%
1,384,850
+95,593
667
$38.3M 0.02%
829,509
+1,975
668
$38.3M 0.02%
146,403
+499
669
$38.2M 0.02%
382,824
+166,008
670
$38.2M 0.02%
76,968
-9,162
671
$38.1M 0.02%
1,518,847
-323,995
672
$38M 0.02%
494,336
+481,598
673
$38M 0.02%
1,029,305
+209,396
674
$37.9M 0.02%
194,365
-46,876
675
$37.8M 0.02%
719,849
+259,022
25 26
27
28 29