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
10,574
New
Increased
Reduced
Closed

Top Buys

1
+$417M
2
+$259M
3
+$259M
4
PPL icon
PPL Corp
PPL
+$248M
5
SHV icon
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
8451
$2K ﹤0.01%
+4,030
8452
$2K ﹤0.01%
250
+50
8453
$2K ﹤0.01%
22,270
+12,210
8454
$2K ﹤0.01%
239
+200
8455
$2K ﹤0.01%
4,566
+2,499
8456
$2K ﹤0.01%
4,353
-1,646
8457
$2K ﹤0.01%
+22,242
8458
$2K ﹤0.01%
4,605
8459
$2K ﹤0.01%
190
-33,072
8460
$2K ﹤0.01%
5,027
+2,293
8461
$2K ﹤0.01%
181
8462
$2K ﹤0.01%
1,298
8463
$2K ﹤0.01%
374
-4,424
8464
$2K ﹤0.01%
76
-11
8465
$2K ﹤0.01%
46
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8466
$2K ﹤0.01%
+95
8467
$2K ﹤0.01%
+80
8468
$2K ﹤0.01%
52
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8469
$2K ﹤0.01%
+1,776
8470
$2K ﹤0.01%
718
-2,269
8471
$2K ﹤0.01%
1,219
-7,275
8472
$2K ﹤0.01%
464
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8473
$2K ﹤0.01%
+86
8474
$2K ﹤0.01%
619
-2,482
8475
$2K ﹤0.01%
236
-182
337 338
339
340 341