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
2251
$2.46M ﹤0.01%
59,168
-138,385
2252
$2.45M ﹤0.01%
263,489
-3,653
2253
$2.45M ﹤0.01%
122,835
-133,129
2254
$2.44M ﹤0.01%
40,366
-10,901
2255
$2.44M ﹤0.01%
41,491
-8,076
2256
$2.43M ﹤0.01%
88,394
-29,616
2257
$2.43M ﹤0.01%
46,914
-52,265
2258
$2.43M ﹤0.01%
49,329
-4,208
2259
$2.42M ﹤0.01%
200,245
-77,127
2260
$2.42M ﹤0.01%
64,490
-987
2261
$2.42M ﹤0.01%
74,761
-57,717
2262
$2.41M ﹤0.01%
60,354
-9,094
2263
$2.4M ﹤0.01%
184,013
+999
2264
$2.4M ﹤0.01%
93,029
+69,568
2265
$2.4M ﹤0.01%
44,968
-8,438
2266
$2.4M ﹤0.01%
381,081
+86,189
2267
$2.39M ﹤0.01%
173,370
+122,948
2268
$2.39M ﹤0.01%
27,676
-30,053
2269
$2.39M ﹤0.01%
125,427
+54,243
2270
$2.39M ﹤0.01%
103,149
+12,756
2271
$2.38M ﹤0.01%
13,343
-2,814
2272
$2.38M ﹤0.01%
276,411
-8,843
2273
$2.37M ﹤0.01%
36,084
+10,471
2274
$2.37M ﹤0.01%
1,112,872
-406,606
2275
$2.37M ﹤0.01%
29,490
+23,132
89 90
91
92 93