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
2126
$2.95M ﹤0.01%
76,371
-7,797
2127
$2.95M ﹤0.01%
43,321
-12,712
2128
$2.95M ﹤0.01%
43,327
-34,516
2129
$2.95M ﹤0.01%
131,876
-8,936
2130
$2.94M ﹤0.01%
86,479
+73,281
2131
$2.93M ﹤0.01%
41,174
+3,885
2132
$2.93M ﹤0.01%
75,059
+3,654
2133
$2.92M ﹤0.01%
84,622
+26,084
2134
$2.92M ﹤0.01%
46,533
-576
2135
$2.92M ﹤0.01%
353,271
+145,483
2136
$2.92M ﹤0.01%
53,834
-7,853
2137
$2.91M ﹤0.01%
213,955
-109,855
2138
$2.91M ﹤0.01%
2,771,866
+23,534
2139
$2.9M ﹤0.01%
269,944
-111,115
2140
$2.9M ﹤0.01%
108,220
+7,020
2141
$2.9M ﹤0.01%
489,763
+143,929
2142
$2.9M ﹤0.01%
97,715
-39,536
2143
$2.89M ﹤0.01%
197,029
-53,362
2144
$2.89M ﹤0.01%
195,169
+85,761
2145
$2.88M ﹤0.01%
15,402
-2,784
2146
$2.87M ﹤0.01%
48,868
-11,638
2147
$2.87M ﹤0.01%
287,603
-1,285
2148
$2.87M ﹤0.01%
271,876
-10,287
2149
$2.87M ﹤0.01%
79,470
-13,056
2150
$2.85M ﹤0.01%
178,693
-28,209
84 85
86
87 88