UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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 Short 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
76
$598M 0.25%
5,856,089
-230,645
77
$595M 0.24%
14,672,922
+2,319,054
78
$578M 0.24%
1,771,124
-61,583
79
$574M 0.24%
7,514,110
-331,486
80
$574M 0.24%
14,622,784
-1,560,972
81
$569M 0.23%
3,255,495
-664,499
82
$564M 0.23%
925,623
-9,245
83
$551M 0.23%
5,420,647
-1,924
84
$538M 0.22%
1,706,848
-76,164
85
$528M 0.22%
6,371,892
+1,349,542
86
$522M 0.21%
13,005,149
-2,812,053
87
$519M 0.21%
8,596,586
-183,339
88
$506M 0.21%
6,191,742
-650,808
89
$489M 0.2%
3,151,991
+83,390
90
$477M 0.2%
3,469,954
+143,952
91
$476M 0.2%
3,726,952
+40,779
92
$472M 0.19%
4,154,664
+1,736,358
93
$472M 0.19%
7,596,242
+155,724
94
$469M 0.19%
6,168,026
-937,686
95
$468M 0.19%
3,652,052
+53,298
96
$458M 0.19%
13,507,098
-113,330
97
$454M 0.19%
5,892,904
-508,349
98
$440M 0.18%
3,859,747
-269,685
99
$438M 0.18%
3,921,602
+148,164
100
$432M 0.18%
8,616,339
+1,123,141
2 3
4
5 6