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
1776
$4.98M ﹤0.01%
118,211
-15,958
1777
$4.96M ﹤0.01%
142,606
-48,375
1778
$4.96M ﹤0.01%
242,006
+55,084
1779
$4.96M ﹤0.01%
60,457
-5,830
1780
$4.96M ﹤0.01%
56,551
-15,830
1781
$4.93M ﹤0.01%
426,549
-94,770
1782
$4.92M ﹤0.01%
138,666
-39,260
1783
$4.91M ﹤0.01%
98,078
+52,716
1784
$4.91M ﹤0.01%
75,071
+12,956
1785
$4.9M ﹤0.01%
22,915
+1,468
1786
$4.88M ﹤0.01%
261,324
-28,701
1787
$4.88M ﹤0.01%
124,145
-23,655
1788
$4.88M ﹤0.01%
192,906
-118,985
1789
$4.88M ﹤0.01%
99,609
+6,249
1790
$4.87M ﹤0.01%
88,530
-13,065
1791
$4.87M ﹤0.01%
119,451
+47,422
1792
$4.86M ﹤0.01%
223,233
-542,679
1793
$4.86M ﹤0.01%
283,937
+69,609
1794
$4.84M ﹤0.01%
44,056
+2,228
1795
$4.83M ﹤0.01%
696,019
+685,164
1796
$4.83M ﹤0.01%
54,282
+14,871
1797
$4.82M ﹤0.01%
7,379
+231
1798
$4.82M ﹤0.01%
486,178
+10,120
1799
$4.81M ﹤0.01%
248,172
-130,956
1800
$4.8M ﹤0.01%
40,951
-2,643
70 71
72
73 74