UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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 Short 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
51
$842M 0.35%
9,836,035
-1,467,495
52
$834M 0.34%
5,814,584
-120,772
53
$814M 0.33%
9,075,178
-174,779
54
$800M 0.33%
4,798,446
-18,460
55
$799M 0.33%
4,595,479
+713,216
56
$779M 0.32%
15,358,942
+872,379
57
$760M 0.31%
4,030,098
-16,492
58
$740M 0.3%
23,778,100
+899,717
59
$730M 0.3%
1,993,202
-108,160
60
$715M 0.29%
10,000,054
+2,023,646
61
$694M 0.29%
11,105,519
-353,424
62
$694M 0.28%
3,087,075
-353,690
63
$681M 0.28%
7,209,349
-494,812
64
$678M 0.28%
7,321,307
+198,472
65
$678M 0.28%
2,442,554
-1,176,890
66
$672M 0.28%
2,993,853
+145,170
67
$667M 0.27%
6,134,896
-230,325
68
$666M 0.27%
1,549,433
-48,803
69
$648M 0.27%
2,536,269
-188,660
70
$642M 0.26%
4,177,688
-180,741
71
$638M 0.26%
2,218,026
-6,690
72
$633M 0.26%
15,204,447
-451,116
73
$625M 0.26%
4,915,038
-195,373
74
$617M 0.25%
4,599,968
+10,930
75
$604M 0.25%
3,432,375
-233,181
1 2
3
4 5