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 Short 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
176
$248M 0.1%
600,047
-77,764
177
$245M 0.1%
4,914,844
+560,383
178
$245M 0.1%
2,803,697
-690,595
179
$240M 0.1%
1,748,734
-340,945
180
$239M 0.1%
2,513,976
+15,991
181
$237M 0.1%
6,037,765
-1,511,609
182
$235M 0.1%
1,339,406
-37,723
183
$234M 0.1%
4,901,656
+80,656
184
$232M 0.1%
1,956,064
+92,324
185
$231M 0.09%
1,718,271
+381,433
186
$230M 0.09%
3,281,233
+765,728
187
$230M 0.09%
1,953,266
-52,530
188
$229M 0.09%
1,025,669
-76,903
189
$229M 0.09%
1,357,647
-45,768
190
$228M 0.09%
1,647,328
-57,696
191
$227M 0.09%
470,863
+71,247
192
$227M 0.09%
2,255,683
+690,337
193
$226M 0.09%
1,922,653
+433,513
194
$224M 0.09%
3,551,465
+1,931,782
195
$223M 0.09%
2,693,524
-167,979
196
$222M 0.09%
2,352,764
-14,113
197
$220M 0.09%
2,606,288
-570,793
198
$217M 0.09%
4,209,778
+590,144
199
$214M 0.09%
12,413,971
-1,936,601
200
$214M 0.09%
7,537,751
+5,874,872
6 7
8
9 10