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
2401
$1.98M ﹤0.01%
25,392
-4,524
2402
$1.97M ﹤0.01%
18,642
+5,895
2403
$1.97M ﹤0.01%
49,901
-187
2404
$1.97M ﹤0.01%
44,354
+19,507
2405
$1.97M ﹤0.01%
30,291
-194
2406
$1.95M ﹤0.01%
67,524
-11,267
2407
$1.95M ﹤0.01%
20,191
-1,894
2408
$1.94M ﹤0.01%
90,687
+21,005
2409
$1.94M ﹤0.01%
108,174
+4,762
2410
$1.94M ﹤0.01%
53,806
-27,383
2411
$1.94M ﹤0.01%
93,562
-22,576
2412
$1.93M ﹤0.01%
45,676
+7,678
2413
$1.93M ﹤0.01%
83,169
-23,092
2414
$1.93M ﹤0.01%
181,767
+73,360
2415
$1.93M ﹤0.01%
200,594
+178,060
2416
$1.93M ﹤0.01%
13,286
-1,031
2417
$1.93M ﹤0.01%
101,356
+86,997
2418
$1.92M ﹤0.01%
31,445
+399
2419
$1.92M ﹤0.01%
31,881
-8,575
2420
$1.92M ﹤0.01%
62,341
+2,003
2421
$1.91M ﹤0.01%
144,252
+433
2422
$1.91M ﹤0.01%
312,439
-19,928
2423
$1.91M ﹤0.01%
66,717
-22,523
2424
$1.9M ﹤0.01%
140,260
+10,944
2425
$1.9M ﹤0.01%
19,774
-1,711
95 96
97
98 99