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
8601
$2K ﹤0.01%
90
-214
8602
$2K ﹤0.01%
1,003
+431
8603
$2K ﹤0.01%
+88
8604
$2K ﹤0.01%
150
-106,101
8605
$2K ﹤0.01%
+316
8606
$2K ﹤0.01%
3
-8
8607
$2K ﹤0.01%
+200
8608
$2K ﹤0.01%
+80
8609
– –
0
8610
$2K ﹤0.01%
54
-1,151
8611
$2K ﹤0.01%
253
-20,627
8612
$2K ﹤0.01%
13
-261
8613
$2K ﹤0.01%
179
-3
8614
$2K ﹤0.01%
793
-1,498
8615
$2K ﹤0.01%
20,267
+100
8616
$2K ﹤0.01%
+190
8617
$2K ﹤0.01%
2,810
+2,546
8618
$2K ﹤0.01%
15,708
-2,000
8619
$2K ﹤0.01%
5,997
+800
8620
$2K ﹤0.01%
+12,499
8621
$2K ﹤0.01%
+52
8622
$2K ﹤0.01%
+12,157
8623
$2K ﹤0.01%
1,791
+50
8624
$2K ﹤0.01%
+200
8625
$2K ﹤0.01%
46
343 344
345
346 347