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
2101
$3.07M ﹤0.01%
466,553
-116,642
2102
$3.06M ﹤0.01%
368,141
-21,930
2103
$3.06M ﹤0.01%
63,713
+3,581
2104
$3.05M ﹤0.01%
336,870
-45,899
2105
$3.05M ﹤0.01%
35,294
+353
2106
$3.04M ﹤0.01%
117,804
-21,790
2107
$3.04M ﹤0.01%
70,753
-4,746
2108
$3.04M ﹤0.01%
760,497
-199,896
2109
$3.02M ﹤0.01%
135,980
-475,046
2110
$3.01M ﹤0.01%
89,949
+56,694
2111
$3.01M ﹤0.01%
157,629
+872
2112
$3.01M ﹤0.01%
114,955
-52,187
2113
$3.01M ﹤0.01%
280,330
-232,112
2114
$3.01M ﹤0.01%
37,683
-4,912
2115
$3M ﹤0.01%
70,173
-4,329
2116
$3M ﹤0.01%
119,556
-8,321
2117
$3M ﹤0.01%
16,514
+100
2118
$3M ﹤0.01%
68,879
-22,574
2119
$2.99M ﹤0.01%
292,922
-31,281
2120
$2.99M ﹤0.01%
281,212
-38,298
2121
$2.99M ﹤0.01%
111,985
+33,988
2122
$2.98M ﹤0.01%
31,624
-54,867
2123
$2.98M ﹤0.01%
202,955
+2,811
2124
$2.97M ﹤0.01%
201,308
-5,205
2125
$2.95M ﹤0.01%
37,156
-28,346
83 84
85
86 87