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
926
$21.7M 0.01%
109,778
-62,981
927
$21.7M 0.01%
508,118
-8,154
928
$21.7M 0.01%
137,512
+26,270
929
$21.7M 0.01%
383,267
+129,618
930
$21.6M 0.01%
309,098
-20,115
931
$21.6M 0.01%
2,095,353
+216,715
932
$21.6M 0.01%
183,414
+4,342
933
$21.6M 0.01%
396,659
+7,422
934
$21.5M 0.01%
446,408
-66,690
935
$21.5M 0.01%
596,324
-82,149
936
$21.4M 0.01%
984,802
+301,825
937
$21.4M 0.01%
419,150
+305,034
938
$21.3M 0.01%
389,128
-50,763
939
$21.3M 0.01%
630,907
+530,188
940
$21.2M 0.01%
154,456
+30,645
941
$21.1M 0.01%
452,095
+54,425
942
$21.1M 0.01%
679,083
-65,944
943
$21.1M 0.01%
813,832
-164,808
944
$21.1M 0.01%
281,499
+139,148
945
$21.1M 0.01%
386,462
-94,300
946
$21.1M 0.01%
71,643
-794
947
$21M 0.01%
234,646
+160,891
948
$21M 0.01%
417,893
-52,996
949
$20.9M 0.01%
2,876,131
+276,052
950
$20.9M 0.01%
744,906
+142,363
36 37
38
39 40