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
1926
$3.96M ﹤0.01%
122,804
+25,642
1927
$3.96M ﹤0.01%
136,795
-62,474
1928
$3.95M ﹤0.01%
18,135
-1,065
1929
$3.95M ﹤0.01%
80,642
-32,089
1930
$3.94M ﹤0.01%
41,144
-128,144
1931
$3.94M ﹤0.01%
234,343
+10,479
1932
$3.93M ﹤0.01%
55,285
-44,720
1933
$3.91M ﹤0.01%
120,400
-83,212
1934
$3.91M ﹤0.01%
77,290
-1,834
1935
$3.9M ﹤0.01%
62,556
+3,149
1936
$3.9M ﹤0.01%
74,123
+457
1937
$3.9M ﹤0.01%
74,177
-154,760
1938
$3.9M ﹤0.01%
186,073
-28,387
1939
$3.9M ﹤0.01%
160,375
-2,212
1940
$3.9M ﹤0.01%
154,770
+66,754
1941
$3.89M ﹤0.01%
57,469
-199,663
1942
$3.89M ﹤0.01%
59,220
-38,145
1943
$3.89M ﹤0.01%
278,675
+40,126
1944
$3.89M ﹤0.01%
17,936
-12,266
1945
$3.88M ﹤0.01%
189,958
-49,356
1946
$3.88M ﹤0.01%
148,280
+691
1947
$3.88M ﹤0.01%
3,220
-167
1948
$3.88M ﹤0.01%
428,001
+85,001
1949
$3.88M ﹤0.01%
90,133
-34,842
1950
$3.86M ﹤0.01%
86,512
+8,799
76 77
78
79 80