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
2276
$2.37M ﹤0.01%
192,085
-26,327
2277
$2.36M ﹤0.01%
100,273
-10,995
2278
$2.36M ﹤0.01%
193,801
+108,014
2279
$2.36M ﹤0.01%
21,446
+437
2280
$2.36M ﹤0.01%
71,229
-208,720
2281
$2.36M ﹤0.01%
143,322
-65,936
2282
$2.35M ﹤0.01%
25,281
-7,444
2283
$2.35M ﹤0.01%
31,660
-11,221
2284
$2.35M ﹤0.01%
133,160
-27,038
2285
$2.35M ﹤0.01%
119,764
-42,376
2286
$2.35M ﹤0.01%
41,176
-59,144
2287
$2.34M ﹤0.01%
51,274
-161,920
2288
$2.34M ﹤0.01%
275,292
-25,945
2289
$2.34M ﹤0.01%
228,665
-38,214
2290
$2.34M ﹤0.01%
176,864
-32,097
2291
$2.34M ﹤0.01%
94,337
-73,833
2292
$2.33M ﹤0.01%
287,390
-51,110
2293
$2.33M ﹤0.01%
57,227
+54,307
2294
$2.33M ﹤0.01%
130,535
-552,874
2295
$2.33M ﹤0.01%
358,239
+2,052
2296
$2.32M ﹤0.01%
199,283
+169,097
2297
$2.32M ﹤0.01%
85,469
+14,082
2298
$2.32M ﹤0.01%
250,045
+215,633
2299
$2.32M ﹤0.01%
65,068
+17,470
2300
$2.32M ﹤0.01%
47,077
+33,060
90 91
92
93 94