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 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
126
$330M 0.14%
7,845,870
-1,634,535
127
$330M 0.14%
4,299,826
-609,851
128
$330M 0.14%
2,337,559
+288,124
129
$328M 0.13%
2,975,113
+1,951,443
130
$325M 0.13%
1,350,029
-102,354
131
$323M 0.13%
2,366,064
+78,298
132
$322M 0.13%
1,868,053
+18,971
133
$321M 0.13%
3,418,238
-529,083
134
$320M 0.13%
1,357,178
-116,115
135
$319M 0.13%
6,387,910
+1,883,032
136
$319M 0.13%
11,743,261
+9,126,337
137
$315M 0.13%
3,186,898
-61,117
138
$313M 0.13%
1,491,573
-124,645
139
$312M 0.13%
3,248,455
-19,286
140
$310M 0.13%
5,267,396
+226,090
141
$305M 0.13%
1,197,161
-81,240
142
$304M 0.12%
6,069,790
+429,375
143
$303M 0.12%
3,298,467
+1,008,244
144
$303M 0.12%
6,066,905
-747,774
145
$302M 0.12%
1,007,332
+147,758
146
$302M 0.12%
4,061,188
+1,968,451
147
$301M 0.12%
3,942,664
+607,911
148
$300M 0.12%
2,003,967
+141,623
149
$296M 0.12%
2,284,527
+340,638
150
$296M 0.12%
2,908,402
+50,614
4 5
6
7 8