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
2351
$2.1M ﹤0.01%
171,497
-9,182
2352
$2.09M ﹤0.01%
66,999
-24,112
2353
$2.09M ﹤0.01%
39,323
-3,565
2354
$2.09M ﹤0.01%
20,264
-4,473
2355
$2.09M ﹤0.01%
76,761
+38,537
2356
$2.09M ﹤0.01%
814,960
+79,759
2357
$2.09M ﹤0.01%
296,724
-27,041
2358
$2.09M ﹤0.01%
119,508
-23,150
2359
$2.08M ﹤0.01%
423,852
+162,921
2360
$2.08M ﹤0.01%
37,044
-7,974
2361
$2.08M ﹤0.01%
238,272
+149,756
2362
$2.08M ﹤0.01%
88,467
+16,860
2363
$2.07M ﹤0.01%
78,783
+5,462
2364
$2.07M ﹤0.01%
36,298
-44,477
2365
$2.07M ﹤0.01%
67,988
-69,368
2366
$2.06M ﹤0.01%
58,914
-1,941
2367
$2.06M ﹤0.01%
66,844
+49,812
2368
$2.06M ﹤0.01%
218,856
+11,680
2369
$2.06M ﹤0.01%
88,258
-38,821
2370
$2.05M ﹤0.01%
131,589
-17,253
2371
$2.05M ﹤0.01%
26,599
+401
2372
$2.05M ﹤0.01%
206,934
+958
2373
$2.05M ﹤0.01%
7,808
+2,240
2374
$2.04M ﹤0.01%
25,188
+5,372
2375
$2.04M ﹤0.01%
34,245
+2,251
93 94
95
96 97