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
1976
$3.68M ﹤0.01%
122,592
-14,413
1977
$3.67M ﹤0.01%
73,921
+16,680
1978
$3.67M ﹤0.01%
23,435
+10,834
1979
$3.66M ﹤0.01%
25,067
-2,909
1980
$3.66M ﹤0.01%
130,389
-23,166
1981
$3.66M ﹤0.01%
95,583
-24,852
1982
$3.65M ﹤0.01%
87,172
+628
1983
$3.65M ﹤0.01%
104,776
-29,016
1984
$3.65M ﹤0.01%
161,719
-71,324
1985
$3.64M ﹤0.01%
66,960
-31,878
1986
$3.64M ﹤0.01%
65,782
+2,161
1987
$3.64M ﹤0.01%
294,937
+113,302
1988
$3.64M ﹤0.01%
58,288
-15,954
1989
$3.64M ﹤0.01%
49,728
-6,489
1990
$3.63M ﹤0.01%
198,851
+12,543
1991
$3.61M ﹤0.01%
73,246
-194,511
1992
$3.61M ﹤0.01%
108,570
+4,350
1993
$3.61M ﹤0.01%
82,344
-90
1994
$3.6M ﹤0.01%
157,503
+140,449
1995
$3.6M ﹤0.01%
1,599,063
+1,072,449
1996
$3.6M ﹤0.01%
31,216
+4,375
1997
$3.59M ﹤0.01%
74,762
-66,511
1998
$3.58M ﹤0.01%
133,637
+20,336
1999
$3.57M ﹤0.01%
478,707
-26,300
2000
$3.56M ﹤0.01%
70,580
-4,812
78 79
80
81 82