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
1501
$7.62M ﹤0.01%
50,223
-300
1502
$7.62M ﹤0.01%
1,063,614
+519,678
1503
$7.62M ﹤0.01%
365,243
+5,443
1504
$7.61M ﹤0.01%
137,844
+44
1505
$7.58M ﹤0.01%
905,474
+159,920
1506
$7.57M ﹤0.01%
226,614
-89,134
1507
$7.56M ﹤0.01%
904,326
+19,589
1508
$7.54M ﹤0.01%
350,818
+26,709
1509
$7.51M ﹤0.01%
67,014
+47,959
1510
$7.51M ﹤0.01%
528,372
-58,975
1511
$7.5M ﹤0.01%
449,191
+335,437
1512
$7.49M ﹤0.01%
218,971
+17,387
1513
$7.48M ﹤0.01%
291,058
-159,126
1514
$7.47M ﹤0.01%
340,499
+143,448
1515
$7.46M ﹤0.01%
675,163
+97,392
1516
$7.46M ﹤0.01%
288,008
+17,883
1517
$7.44M ﹤0.01%
62,087
-3,862
1518
$7.43M ﹤0.01%
130,964
-47,662
1519
$7.41M ﹤0.01%
71,242
+699
1520
$7.38M ﹤0.01%
104,599
-10,718
1521
$7.38M ﹤0.01%
144,218
+2,600
1522
$7.38M ﹤0.01%
1,590,190
-12,766
1523
$7.37M ﹤0.01%
295,812
+32,793
1524
$7.34M ﹤0.01%
74,388
-10,055
1525
$7.34M ﹤0.01%
389,962
+43,221
59 60
61
62 63