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
676
$37.7M 0.02%
2,757,288
+1,169,479
677
$37.7M 0.02%
473,034
-42,618
678
$37.7M 0.02%
595,689
-26,804
679
$37.6M 0.02%
107,283
-19,077
680
$37.6M 0.02%
1,097,837
-26,075
681
$37.5M 0.02%
747,083
+104,317
682
$37.4M 0.02%
234,509
+182,959
683
$37.4M 0.02%
910,809
+252,592
684
$37.3M 0.02%
1,139,414
-60,022
685
$37.3M 0.02%
137,059
-12,002
686
$37.3M 0.02%
1,598,703
-133,023
687
$37.2M 0.02%
417,837
-324,913
688
$37.1M 0.02%
1,498,895
+1,163,937
689
$37.1M 0.02%
754,646
-320,456
690
$37.1M 0.02%
808,541
-174,822
691
$37M 0.02%
657,402
-78,538
692
$37M 0.02%
1,534,154
-335,334
693
$37M 0.02%
304,911
-11,878
694
$37M 0.02%
757,397
+14,038
695
$37M 0.02%
1,886,888
-238,998
696
$36.9M 0.02%
1,410,400
-245,850
697
$36.8M 0.02%
237,600
+54,451
698
$36.6M 0.02%
124,317
-31,975
699
$36.6M 0.02%
828,100
+183,818
700
$36.5M 0.02%
823,901
+372,872
26 27
28
29 30