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
151
$295M 0.12%
29,593,781
+2,164,817
152
$294M 0.12%
955,884
-109,583
153
$294M 0.12%
872,915
-40,395
154
$288M 0.12%
5,163,357
-900,890
155
$288M 0.12%
4,124,083
-689,408
156
$286M 0.12%
2,486,047
-1,406,562
157
$285M 0.12%
2,878,691
+112,932
158
$281M 0.12%
945,794
-68,873
159
$279M 0.11%
6,558,060
+1,329,580
160
$275M 0.11%
8,024,981
-1,326,020
161
$274M 0.11%
5,772,550
-182,971
162
$271M 0.11%
3,603,253
-996,534
163
$268M 0.11%
11,219,586
+1,086,552
164
$266M 0.11%
7,854,278
+5,749,406
165
$265M 0.11%
3,218,646
-87,906
166
$261M 0.11%
10,707,766
-237,386
167
$260M 0.11%
2,862,846
-417,725
168
$258M 0.11%
7,890,029
+528,993
169
$257M 0.11%
5,035,720
-216,114
170
$257M 0.11%
1,435,803
+521,385
171
$256M 0.11%
1,039,036
-98,315
172
$254M 0.1%
1,036,175
-181,838
173
$252M 0.1%
3,149,554
-292,463
174
$252M 0.1%
1,229,892
-33,218
175
$248M 0.1%
1,109,216
-43,295
5 6
7
8 9