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
1301
$10.8M ﹤0.01%
2,149,242
+157,252
1302
$10.8M ﹤0.01%
116,783
-7,874
1303
$10.8M ﹤0.01%
82,026
+583
1304
$10.7M ﹤0.01%
651,809
-230,735
1305
$10.7M ﹤0.01%
1,004,600
-202,896
1306
$10.7M ﹤0.01%
65,257
-4,472
1307
$10.7M ﹤0.01%
35,668
-5,728
1308
$10.6M ﹤0.01%
110,187
-38,311
1309
$10.6M ﹤0.01%
1,271,606
+28,870
1310
$10.6M ﹤0.01%
584,256
+300,251
1311
$10.6M ﹤0.01%
22,519
-5,960
1312
$10.6M ﹤0.01%
344,825
+61,570
1313
$10.5M ﹤0.01%
416,026
+327,883
1314
$10.5M ﹤0.01%
297,645
-53,978
1315
$10.5M ﹤0.01%
492,735
+7,350
1316
$10.5M ﹤0.01%
976,982
+35,890
1317
$10.4M ﹤0.01%
1,014,337
-155,441
1318
$10.4M ﹤0.01%
3,150,942
+16,703
1319
$10.4M ﹤0.01%
820,209
+47,013
1320
$10.4M ﹤0.01%
240,047
+18,713
1321
$10.4M ﹤0.01%
786,237
+2,598
1322
$10.4M ﹤0.01%
143,134
-20,931
1323
$10.4M ﹤0.01%
130,660
-6,087
1324
$10.4M ﹤0.01%
666,825
-183,081
1325
$10.4M ﹤0.01%
149,407
+35,559
51 52
53
54 55