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
2326
$2.21M ﹤0.01%
42,569
+7,204
2327
$2.21M ﹤0.01%
190,390
-408,861
2328
$2.2M ﹤0.01%
400,799
-8,717
2329
$2.2M ﹤0.01%
238,611
+232,847
2330
$2.2M ﹤0.01%
41,965
-25,428
2331
$2.19M ﹤0.01%
111,469
-24,621
2332
$2.19M ﹤0.01%
225,439
2333
$2.19M ﹤0.01%
72,550
+48,564
2334
$2.19M ﹤0.01%
66,906
-82,255
2335
$2.18M ﹤0.01%
44,278
+12,196
2336
$2.18M ﹤0.01%
27,980
-3,496
2337
$2.18M ﹤0.01%
21,830
-2,624
2338
$2.17M ﹤0.01%
74,934
-9,661
2339
$2.16M ﹤0.01%
55,748
-114,036
2340
$2.16M ﹤0.01%
38,036
+1,274
2341
$2.16M ﹤0.01%
710,285
+772
2342
$2.15M ﹤0.01%
41,414
-12,434
2343
$2.15M ﹤0.01%
16,172
-10,876
2344
$2.15M ﹤0.01%
95,041
+9,329
2345
$2.15M ﹤0.01%
173,125
+42,667
2346
$2.14M ﹤0.01%
187,008
+23,026
2347
$2.14M ﹤0.01%
18,856
-569
2348
$2.13M ﹤0.01%
153,467
-2,656
2349
$2.13M ﹤0.01%
40,312
-83,562
2350
$2.13M ﹤0.01%
46,677
+45
92 93
94
95 96