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
2376
$2.04M ﹤0.01%
29,650
-15,054
2377
$2.04M ﹤0.01%
84,649
+62,569
2378
$2.03M ﹤0.01%
176,558
-96,488
2379
$2.03M ﹤0.01%
56,469
-32,709
2380
$2.03M ﹤0.01%
32,018
+30,173
2381
$2.02M ﹤0.01%
15,669
+8,694
2382
$2.02M ﹤0.01%
26,228
-17,710
2383
$2.02M ﹤0.01%
159,472
-2,398
2384
$2.02M ﹤0.01%
5,329
+141
2385
$2.02M ﹤0.01%
81,947
-1,957
2386
$2.01M ﹤0.01%
105,342
+41,156
2387
$2.01M ﹤0.01%
118,692
+63,551
2388
$2.01M ﹤0.01%
221,077
-220,963
2389
$2M ﹤0.01%
74,278
-86,501
2390
$2M ﹤0.01%
40,922
-66,573
2391
$1.99M ﹤0.01%
145,577
-6,445
2392
$1.99M ﹤0.01%
174,614
-4,692
2393
$1.99M ﹤0.01%
110,336
+14,632
2394
$1.99M ﹤0.01%
181,151
-3,367
2395
$1.98M ﹤0.01%
873,993
-1,257,081
2396
$1.98M ﹤0.01%
28,749
-12,142
2397
$1.98M ﹤0.01%
202,145
+3,861
2398
$1.98M ﹤0.01%
67,840
-6,480
2399
$1.98M ﹤0.01%
78,078
-115,801
2400
$1.98M ﹤0.01%
76,324
-33,936
94 95
96
97 98