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
2026
$3.46M ﹤0.01%
29,721
+2,135
2027
$3.46M ﹤0.01%
35,258
+14,315
2028
$3.45M ﹤0.01%
101,005
-44,119
2029
$3.44M ﹤0.01%
35,274
+8,590
2030
$3.44M ﹤0.01%
1,110,950
+613,315
2031
$3.44M ﹤0.01%
228,729
+178,082
2032
$3.43M ﹤0.01%
486,055
+53,168
2033
$3.42M ﹤0.01%
90,494
+12,738
2034
$3.42M ﹤0.01%
45,012
-7,280
2035
$3.41M ﹤0.01%
37,901
-5,189
2036
$3.41M ﹤0.01%
63,709
-1,928
2037
$3.41M ﹤0.01%
388,033
+64,543
2038
$3.4M ﹤0.01%
104,554
-10,320
2039
$3.4M ﹤0.01%
86,652
+49,960
2040
$3.4M ﹤0.01%
34,667
+5,368
2041
$3.39M ﹤0.01%
111,510
-45,058
2042
$3.38M ﹤0.01%
13,959
+2,719
2043
$3.36M ﹤0.01%
111,672
+15,407
2044
$3.35M ﹤0.01%
400,257
+215,902
2045
$3.34M ﹤0.01%
175,911
+114,273
2046
$3.34M ﹤0.01%
44,581
-3,707
2047
$3.34M ﹤0.01%
49,762
+41,731
2048
$3.32M ﹤0.01%
72,353
+5,266
2049
$3.32M ﹤0.01%
280,864
+39,281
2050
$3.31M ﹤0.01%
32,599
-136
80 81
82
83 84