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
1851
$4.42M ﹤0.01%
156,110
+20,721
1852
$4.4M ﹤0.01%
110,584
-6,719
1853
$4.4M ﹤0.01%
129,097
-3,924
1854
$4.4M ﹤0.01%
25,262
+1,268
1855
$4.39M ﹤0.01%
40,042
-11,887
1856
$4.38M ﹤0.01%
147,983
-18,370
1857
$4.38M ﹤0.01%
115,640
+80,599
1858
$4.36M ﹤0.01%
60,465
-734
1859
$4.36M ﹤0.01%
161,915
-56,036
1860
$4.35M ﹤0.01%
117,631
+105,810
1861
$4.35M ﹤0.01%
18,681
+524
1862
$4.34M ﹤0.01%
431,903
+8,081
1863
$4.34M ﹤0.01%
564,315
-14,400
1864
$4.34M ﹤0.01%
33,670
+21,070
1865
$4.33M ﹤0.01%
105,835
-9,657
1866
$4.33M ﹤0.01%
179,193
-65,794
1867
$4.31M ﹤0.01%
176,878
-339,595
1868
$4.29M ﹤0.01%
55,326
+49,848
1869
$4.29M ﹤0.01%
156,808
+43,352
1870
$4.28M ﹤0.01%
166,425
+32,966
1871
$4.28M ﹤0.01%
+135,522
1872
$4.28M ﹤0.01%
162,699
-347,813
1873
$4.27M ﹤0.01%
28,467
+831
1874
$4.27M ﹤0.01%
21,783
+20,240
1875
$4.27M ﹤0.01%
296,453
+2,839
73 74
75
76 77