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
851
$25.6M 0.01%
3,292,671
+608,568
852
$25.5M 0.01%
286,995
-4,954
853
$25.5M 0.01%
248,434
+72,926
854
$25.5M 0.01%
1,742,382
+502,201
855
$25.4M 0.01%
261,122
+147,609
856
$25.4M 0.01%
727,358
+533,406
857
$25.2M 0.01%
848,442
+200,479
858
$25.2M 0.01%
294,210
-370,057
859
$25.2M 0.01%
393,619
+37,187
860
$25.2M 0.01%
120,261
-29,488
861
$25.2M 0.01%
306,458
+81,627
862
$25.1M 0.01%
1,515,488
+549,692
863
$25.1M 0.01%
907,588
-346,613
864
$25M 0.01%
1,329,522
+66,887
865
$25M 0.01%
1,016,647
+4,037
866
$25M 0.01%
21,754
+6,056
867
$24.9M 0.01%
215,154
-1,866,192
868
$24.9M 0.01%
685,849
-295,946
869
$24.8M 0.01%
344,851
-90,047
870
$24.8M 0.01%
1,300,372
+368,625
871
$24.7M 0.01%
710,537
-24,636
872
$24.6M 0.01%
1,989,398
-799
873
$24.6M 0.01%
449,556
+267,653
874
$24.5M 0.01%
1,306,223
-152,776
875
$24.5M 0.01%
369,694
-146,958
33 34
35
36 37