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
1001
$18.8M 0.01%
678,181
+4,340
1002
$18.8M 0.01%
207,968
+58,612
1003
$18.7M 0.01%
287,066
-30,593
1004
$18.7M 0.01%
302,566
+31,653
1005
$18.5M 0.01%
443,969
-29,227
1006
$18.5M 0.01%
792,875
-208,709
1007
$18.4M 0.01%
1,783,779
+564,801
1008
$18.4M 0.01%
47,096
+4,423
1009
$18.3M 0.01%
436,249
+405,089
1010
$18.3M 0.01%
47,596
-3,372
1011
$18.3M 0.01%
238,486
-54,228
1012
$18.3M 0.01%
947,443
+522,396
1013
$18.3M 0.01%
556,309
+43,978
1014
$18.3M 0.01%
700,919
+188,950
1015
$18.2M 0.01%
104,481
-116,624
1016
$18.2M 0.01%
579,667
-109,808
1017
$18.2M 0.01%
1,735,396
+260,675
1018
$18.1M 0.01%
534,982
+81,135
1019
$18.1M 0.01%
147,053
+14,735
1020
$18.1M 0.01%
753,341
-216,231
1021
$18.1M 0.01%
74,964
-29,665
1022
$18.1M 0.01%
226,356
-83,619
1023
$18.1M 0.01%
297,798
+213,710
1024
$18.1M 0.01%
283,991
-44,810
1025
$18M 0.01%
242,538
+9,489
39 40
41
42 43