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
976
$19.7M 0.01%
515,563
+158,790
977
$19.7M 0.01%
1,405,151
-21,072
978
$19.6M 0.01%
795,643
+129,735
979
$19.6M 0.01%
778,614
-111,618
980
$19.6M 0.01%
153,385
-37,371
981
$19.6M 0.01%
113,415
+12,705
982
$19.6M 0.01%
527,235
-14,447
983
$19.6M 0.01%
259,601
+45,501
984
$19.6M 0.01%
89,752
+13,084
985
$19.5M 0.01%
507,985
-290,787
986
$19.5M 0.01%
1,515,115
+239,863
987
$19.4M 0.01%
106,331
+71,122
988
$19.3M 0.01%
98,187
+41,685
989
$19.3M 0.01%
339,392
-151,950
990
$19.2M 0.01%
2,060,090
-167,603
991
$19.1M 0.01%
833,818
+95,292
992
$19.1M 0.01%
387,084
-27,177
993
$19.1M 0.01%
1,752,646
+359,801
994
$19.1M 0.01%
966,062
-216,665
995
$19.1M 0.01%
1,296,624
+87,786
996
$18.9M 0.01%
726,368
+689
997
$18.9M 0.01%
897,467
+319,475
998
$18.9M 0.01%
863,160
-40,176
999
$18.8M 0.01%
2,371,950
-1,526,313
1000
$18.8M 0.01%
546,764
-319,667
38 39
40
41 42