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
2301
$2.31M ﹤0.01%
10,082
-4,483
2302
$2.31M ﹤0.01%
57,792
-84,177
2303
$2.31M ﹤0.01%
31,708
-18,153
2304
$2.31M ﹤0.01%
90,023
+18,269
2305
$2.31M ﹤0.01%
51,808
-25,964
2306
$2.29M ﹤0.01%
36,682
-16,732
2307
$2.29M ﹤0.01%
50,465
+16,261
2308
$2.29M ﹤0.01%
153,993
+63,389
2309
$2.28M ﹤0.01%
320,863
-90,338
2310
$2.28M ﹤0.01%
1,135,069
-1,345,692
2311
$2.28M ﹤0.01%
325,012
+10,497
2312
$2.27M ﹤0.01%
65,627
+5,933
2313
$2.26M ﹤0.01%
46,471
-64,405
2314
$2.25M ﹤0.01%
128,803
-14,039
2315
$2.24M ﹤0.01%
272,247
-38,355
2316
$2.24M ﹤0.01%
46,628
+7,007
2317
$2.24M ﹤0.01%
173,717
-205,169
2318
$2.23M ﹤0.01%
33,295
-9,448
2319
$2.23M ﹤0.01%
14,345
-10,925
2320
$2.23M ﹤0.01%
84,263
-64,490
2321
$2.23M ﹤0.01%
29,261
+27,632
2322
$2.22M ﹤0.01%
36,655
-9,141
2323
$2.21M ﹤0.01%
79,273
-988
2324
$2.21M ﹤0.01%
71,140
-723
2325
$2.21M ﹤0.01%
272,644
-26,950
91 92
93
94 95