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
2151
$2.85M ﹤0.01%
120,641
+22,385
2152
$2.84M ﹤0.01%
156,254
-42,899
2153
$2.83M ﹤0.01%
121,795
+12,406
2154
$2.83M ﹤0.01%
202,526
+39,365
2155
$2.83M ﹤0.01%
45,815
+1,194
2156
$2.82M ﹤0.01%
259,599
+3,879
2157
$2.82M ﹤0.01%
160,711
-3,623
2158
$2.81M ﹤0.01%
367,822
+44,906
2159
$2.81M ﹤0.01%
47,149
-45,188
2160
$2.81M ﹤0.01%
94,959
+28,399
2161
$2.81M ﹤0.01%
17,367
-67,205
2162
$2.8M ﹤0.01%
90,175
-15,928
2163
$2.79M ﹤0.01%
42,746
+31,169
2164
$2.79M ﹤0.01%
33,596
-23,173
2165
$2.79M ﹤0.01%
93,848
-44,705
2166
$2.79M ﹤0.01%
44,575
+14,153
2167
$2.78M ﹤0.01%
86,054
-1,694
2168
$2.78M ﹤0.01%
94,905
-7,752
2169
$2.78M ﹤0.01%
85,766
+45,166
2170
$2.77M ﹤0.01%
236,078
-102,725
2171
$2.77M ﹤0.01%
51,287
-1,532
2172
$2.75M ﹤0.01%
34,282
-1,937
2173
$2.75M ﹤0.01%
281,312
+1,047
2174
$2.75M ﹤0.01%
106,080
-16,717
2175
$2.75M ﹤0.01%
228,848
+5,982
85 86
87
88 89