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
1876
$4.25M ﹤0.01%
93,059
-5,590
1877
$4.24M ﹤0.01%
90,363
+51,561
1878
$4.24M ﹤0.01%
109,642
+8,388
1879
$4.23M ﹤0.01%
95,815
-8,345
1880
$4.22M ﹤0.01%
219,940
+55,626
1881
$4.22M ﹤0.01%
232,494
-85,469
1882
$4.21M ﹤0.01%
108,617
-1,187
1883
$4.21M ﹤0.01%
65,563
-138,043
1884
$4.21M ﹤0.01%
199,662
+105,138
1885
$4.21M ﹤0.01%
309,428
-36,027
1886
$4.21M ﹤0.01%
105,572
+71,576
1887
$4.2M ﹤0.01%
1,071,880
+365,110
1888
$4.2M ﹤0.01%
53,092
-9,190
1889
$4.2M ﹤0.01%
323,697
+38,906
1890
$4.2M ﹤0.01%
81,923
-38,182
1891
$4.17M ﹤0.01%
25,697
-3,200
1892
$4.17M ﹤0.01%
50,244
+29,459
1893
$4.17M ﹤0.01%
46,170
-3,893
1894
$4.16M ﹤0.01%
57,495
+52,099
1895
$4.15M ﹤0.01%
161,250
-12,845
1896
$4.14M ﹤0.01%
51,223
-11,447
1897
$4.14M ﹤0.01%
360,809
-19,587
1898
$4.13M ﹤0.01%
53,121
-4,053
1899
$4.13M ﹤0.01%
246,483
+39,897
1900
$4.12M ﹤0.01%
65,494
-50,280
74 75
76
77 78