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
8476
$2K ﹤0.01%
3,515
+2,714
8477
$2K ﹤0.01%
59
+2
8478
$2K ﹤0.01%
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8479
$2K ﹤0.01%
190
8480
$2K ﹤0.01%
200
-809
8481
$2K ﹤0.01%
+100
8482
$2K ﹤0.01%
100
-1,807
8483
$2K ﹤0.01%
5,223
-1,503
8484
$2K ﹤0.01%
5,479
+4,563
8485
$2K ﹤0.01%
+200
8486
$2K ﹤0.01%
+66
8487
$2K ﹤0.01%
12,111
8488
$2K ﹤0.01%
18,755
+12,336
8489
$2K ﹤0.01%
+66
8490
$2K ﹤0.01%
107
-4,282
8491
$2K ﹤0.01%
167
8492
$2K ﹤0.01%
+26
8493
$2K ﹤0.01%
34
-153
8494
$2K ﹤0.01%
145
-15
8495
$2K ﹤0.01%
1,123
+1,018
8496
$2K ﹤0.01%
2,435
+1,021
8497
$2K ﹤0.01%
1,400
8498
$2K ﹤0.01%
78
+77
8499
– –
0
8500
$2K ﹤0.01%
9,101
+8,533
338 339
340
341 342