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
2176
$2.72M ﹤0.01%
142,409
-13,113
2177
$2.72M ﹤0.01%
195,969
+72,119
2178
$2.72M ﹤0.01%
243,401
+9,974
2179
$2.71M ﹤0.01%
32,632
+5,125
2180
$2.71M ﹤0.01%
52,576
+9,352
2181
$2.71M ﹤0.01%
253,471
+24,827
2182
$2.71M ﹤0.01%
38,306
+459
2183
$2.71M ﹤0.01%
156,401
-8,806
2184
$2.7M ﹤0.01%
23,818
-2,315
2185
$2.7M ﹤0.01%
29,888
+7,962
2186
$2.7M ﹤0.01%
194,538
+27,263
2187
$2.69M ﹤0.01%
75,687
+2,552
2188
$2.69M ﹤0.01%
160,513
+3,068
2189
$2.69M ﹤0.01%
36,748
-11,709
2190
$2.69M ﹤0.01%
159,975
-9,976
2191
$2.69M ﹤0.01%
30,992
-28,652
2192
$2.68M ﹤0.01%
14,670
-6,922
2193
$2.68M ﹤0.01%
225,520
+55,740
2194
$2.68M ﹤0.01%
87,325
-104,057
2195
$2.68M ﹤0.01%
114,306
+45,918
2196
$2.67M ﹤0.01%
489,302
-17,379
2197
$2.67M ﹤0.01%
41,787
+13,101
2198
$2.66M ﹤0.01%
57,872
+1,663
2199
$2.66M ﹤0.01%
94,359
+57,340
2200
$2.65M ﹤0.01%
93,129
-8,201
86 87
88
89 90