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
2001
$3.56M ﹤0.01%
51,309
+33,273
2002
$3.56M ﹤0.01%
196,657
-29,604
2003
$3.55M ﹤0.01%
73,167
-5,589
2004
$3.55M ﹤0.01%
1,741,253
-12,265
2005
$3.54M ﹤0.01%
44,297
+6,032
2006
$3.54M ﹤0.01%
300,313
-2,678
2007
$3.54M ﹤0.01%
331,401
+21,679
2008
$3.54M ﹤0.01%
668,227
-10,020
2009
$3.53M ﹤0.01%
133,705
-124,562
2010
$3.53M ﹤0.01%
69,380
-27,905
2011
$3.53M ﹤0.01%
57,708
+11,237
2012
$3.52M ﹤0.01%
338,410
+16,908
2013
$3.52M ﹤0.01%
102,048
-11,696
2014
$3.52M ﹤0.01%
70,385
-35,747
2015
$3.51M ﹤0.01%
246,589
+29,301
2016
$3.5M ﹤0.01%
88,242
+74,247
2017
$3.48M ﹤0.01%
157,579
+21,942
2018
$3.48M ﹤0.01%
385,577
-46,899
2019
$3.47M ﹤0.01%
89,148
+47,909
2020
$3.47M ﹤0.01%
78,872
-12,022
2021
$3.47M ﹤0.01%
217,956
+4,474
2022
$3.47M ﹤0.01%
108,487
-22,618
2023
$3.47M ﹤0.01%
209,057
-2,734
2024
$3.46M ﹤0.01%
100,222
-3,400
2025
$3.46M ﹤0.01%
188,020
-10,808
79 80
81
82 83