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
1901
$4.12M ﹤0.01%
42,699
+15,432
1902
$4.12M ﹤0.01%
235,579
-56,727
1903
$4.11M ﹤0.01%
45,060
+18,993
1904
$4.1M ﹤0.01%
103,023
-13,441
1905
$4.1M ﹤0.01%
50,292
-46,360
1906
$4.1M ﹤0.01%
56,718
-498
1907
$4.09M ﹤0.01%
371,286
+9,338
1908
$4.09M ﹤0.01%
151,525
+142,511
1909
$4.08M ﹤0.01%
85,466
-27,819
1910
$4.07M ﹤0.01%
396,066
-7,822
1911
$4.07M ﹤0.01%
85,337
-41,012
1912
$4.06M ﹤0.01%
+188,466
1913
$4.06M ﹤0.01%
267,763
-313
1914
$4.06M ﹤0.01%
112,073
+91,378
1915
$4.06M ﹤0.01%
362,624
-33,036
1916
$4.05M ﹤0.01%
66,033
+33,125
1917
$4.05M ﹤0.01%
122,300
+3,615
1918
$4.04M ﹤0.01%
1,057,213
+293,351
1919
$4.01M ﹤0.01%
36,149
+2,054
1920
$4.01M ﹤0.01%
68,089
-36,751
1921
$4M ﹤0.01%
327,631
-9,152
1922
$3.99M ﹤0.01%
335,069
+42,188
1923
$3.97M ﹤0.01%
398,233
-23,171
1924
$3.96M ﹤0.01%
236,441
+50,198
1925
$3.96M ﹤0.01%
70,611
-21,582
75 76
77
78 79