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
2076
$3.17M ﹤0.01%
126,997
+5,818
2077
$3.17M ﹤0.01%
363,014
-50,813
2078
$3.17M ﹤0.01%
99,752
-28,432
2079
$3.15M ﹤0.01%
43,621
+7,356
2080
$3.15M ﹤0.01%
1,125,726
+105,819
2081
$3.15M ﹤0.01%
276,518
-9,000
2082
$3.15M ﹤0.01%
166,874
+7,937
2083
$3.14M ﹤0.01%
41,354
-994
2084
$3.14M ﹤0.01%
228,320
+70,016
2085
$3.14M ﹤0.01%
+158,140
2086
$3.13M ﹤0.01%
291,222
-16,681
2087
$3.13M ﹤0.01%
238,408
-14,540
2088
$3.13M ﹤0.01%
54,883
-2,299
2089
$3.13M ﹤0.01%
230,710
-3,556
2090
$3.13M ﹤0.01%
128,209
-49,389
2091
$3.12M ﹤0.01%
56,449
+4,120
2092
$3.12M ﹤0.01%
108,669
+4,734
2093
$3.12M ﹤0.01%
35,595
-3,403
2094
$3.12M ﹤0.01%
53,169
+13,712
2095
$3.11M ﹤0.01%
65,801
+247
2096
$3.11M ﹤0.01%
340,625
+160,944
2097
$3.1M ﹤0.01%
16,776
+10,684
2098
$3.1M ﹤0.01%
264,629
-54,337
2099
$3.08M ﹤0.01%
113,442
-80,868
2100
$3.07M ﹤0.01%
24,597
-1,283
82 83
84
85 86