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
1951
$3.85M ﹤0.01%
36,746
-2,044
1952
$3.83M ﹤0.01%
103,009
+3,148
1953
$3.81M ﹤0.01%
116,348
+66,321
1954
$3.8M ﹤0.01%
105,131
+60,696
1955
$3.8M ﹤0.01%
56,128
+31,203
1956
$3.79M ﹤0.01%
44,304
-1,767
1957
$3.79M ﹤0.01%
121,360
+118,379
1958
$3.79M ﹤0.01%
55,445
+6,705
1959
$3.78M ﹤0.01%
122,010
+15,683
1960
$3.77M ﹤0.01%
32,355
-1,009
1961
$3.77M ﹤0.01%
7,620
-9,363
1962
$3.77M ﹤0.01%
168,890
+34,142
1963
$3.77M ﹤0.01%
64,612
-55,864
1964
$3.77M ﹤0.01%
63,570
+422
1965
$3.74M ﹤0.01%
97,169
-4,608
1966
$3.74M ﹤0.01%
9,318
-6,198
1967
$3.74M ﹤0.01%
40,887
+384
1968
$3.72M ﹤0.01%
122,882
-36,076
1969
$3.72M ﹤0.01%
91,458
-61,666
1970
$3.72M ﹤0.01%
53,105
-5,761
1971
$3.71M ﹤0.01%
39,052
-4,333
1972
$3.71M ﹤0.01%
30,633
+6,514
1973
$3.7M ﹤0.01%
13,516
-1,419
1974
$3.69M ﹤0.01%
32,224
-11,663
1975
$3.69M ﹤0.01%
98,589
+17,747
77 78
79
80 81