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
951
$20.8M 0.01%
1,502,209
-2,046,468
952
$20.8M 0.01%
135,862
+46,112
953
$20.7M 0.01%
1,014,124
+339,846
954
$20.6M 0.01%
144,966
+864
955
$20.6M 0.01%
312,048
+128,789
956
$20.5M 0.01%
709,806
-145,264
957
$20.5M 0.01%
504,206
+126
958
$20.5M 0.01%
809,512
-90,200
959
$20.5M 0.01%
585,816
+135,892
960
$20.4M 0.01%
277,658
-4,380
961
$20.3M 0.01%
2,383,363
-1,396
962
$20.2M 0.01%
283,370
+55,720
963
$20.2M 0.01%
286,031
+3,724
964
$20.1M 0.01%
245,255
-345
965
$20M 0.01%
395,903
+154,492
966
$20M 0.01%
716,495
+304,569
967
$20M 0.01%
623,789
-806,371
968
$19.9M 0.01%
209,670
-6,200
969
$19.9M 0.01%
411,679
+147,882
970
$19.9M 0.01%
897,129
+75,834
971
$19.9M 0.01%
443,122
-727
972
$19.9M 0.01%
175,490
-38,008
973
$19.8M 0.01%
290,415
-33,854
974
$19.7M 0.01%
331,874
-45,270
975
$19.7M 0.01%
888,566
-45,822
37 38
39
40 41