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
801
$29.2M 0.01%
600,387
-109,925
802
$29.2M 0.01%
553,978
+143,407
803
$29.1M 0.01%
627,620
-46,563
804
$29M 0.01%
447,012
-37,620
805
$29M 0.01%
419,899
-18,889
806
$28.9M 0.01%
3,241,538
-145,379
807
$28.9M 0.01%
1,384,860
+66,832
808
$28.9M 0.01%
1,378,638
+420,209
809
$28.7M 0.01%
428,227
-195,132
810
$28.7M 0.01%
298,726
+104,887
811
$28.5M 0.01%
1,729,290
-115,862
812
$28.3M 0.01%
616,533
+565,264
813
$28.3M 0.01%
237,889
-15,829
814
$28.3M 0.01%
1,389,616
-318,011
815
$28.3M 0.01%
507,446
-129,622
816
$28.2M 0.01%
94,396
-3,897
817
$28.2M 0.01%
672,184
+251,588
818
$28.1M 0.01%
3,872,869
+96,790
819
$28.1M 0.01%
700,979
+22,427
820
$27.8M 0.01%
1,114,432
-6,150
821
$27.7M 0.01%
794,359
+2,983
822
$27.6M 0.01%
473,539
+140,043
823
$27.3M 0.01%
555,621
-98,648
824
$27.3M 0.01%
346,185
-2,906
825
$27.2M 0.01%
1,376,063
+122,098
31 32
33
34 35