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
1201
$12.9M 0.01%
80,833
-41,150
1202
$12.9M 0.01%
394,340
+5,477
1203
$12.8M 0.01%
1,263,625
+70,752
1204
$12.8M 0.01%
393,319
+2,953
1205
$12.8M 0.01%
1,710,637
+100,781
1206
$12.8M 0.01%
569,798
-24,844
1207
$12.7M 0.01%
152,560
-61,213
1208
$12.7M 0.01%
1,453,804
+877,066
1209
$12.7M 0.01%
534,260
+102,538
1210
$12.7M 0.01%
871,248
-65,013
1211
$12.7M 0.01%
349,724
+140,458
1212
$12.6M 0.01%
1,638,909
+152,280
1213
$12.6M 0.01%
231,597
+80,956
1214
$12.6M 0.01%
263,887
-28,731
1215
$12.6M 0.01%
144,731
+4,829
1216
$12.6M 0.01%
316,533
-796,698
1217
$12.5M 0.01%
1,345,294
+93,625
1218
$12.5M 0.01%
45,614
-46,747
1219
$12.4M 0.01%
151,102
+26,976
1220
$12.4M 0.01%
235,743
+9,260
1221
$12.4M 0.01%
129,416
-18,799
1222
$12.4M 0.01%
186,857
-151,022
1223
$12.3M 0.01%
578,960
-228,288
1224
$12.3M 0.01%
710,718
+121,242
1225
$12.3M 0.01%
321,940
-59,318
47 48
49
50 51