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
101
$431M 0.18%
20,552,057
-4,621,760
102
$425M 0.17%
4,666,707
-1,294,133
103
$421M 0.17%
9,154,917
+2,638,289
104
$418M 0.17%
2,128,452
-69,636
105
$414M 0.17%
4,537,446
+55,380
106
$403M 0.17%
2,854,451
-193,319
107
$393M 0.16%
3,558,174
-615,374
108
$392M 0.16%
1,965,417
-350,139
109
$385M 0.16%
1,186,886
-34,135
110
$384M 0.16%
4,280,781
-321,850
111
$379M 0.16%
1,594,154
-52,320
112
$368M 0.15%
24,752,256
-719,088
113
$360M 0.15%
2,070,340
-41,062
114
$359M 0.15%
2,456,665
+50,574
115
$352M 0.14%
4,615,085
+10,894
116
$351M 0.14%
9,038,696
+473,581
117
$350M 0.14%
4,981,791
-310,022
118
$350M 0.14%
3,820,522
+2,071,717
119
$342M 0.14%
2,612,482
-144
120
$340M 0.14%
5,265,450
-817,608
121
$340M 0.14%
3,713,175
+72,214
122
$339M 0.14%
3,189,016
-90,512
123
$338M 0.14%
4,121,864
-1,308,306
124
$336M 0.14%
3,056,906
-251,067
125
$334M 0.14%
6,608,223
+54,846
3 4
5
6 7