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
2426
$1.9M ﹤0.01%
44,726
-90,222
2427
$1.89M ﹤0.01%
26,819
+3,924
2428
$1.89M ﹤0.01%
46,242
+3,861
2429
$1.89M ﹤0.01%
117,084
+18,697
2430
$1.89M ﹤0.01%
526,620
+33,712
2431
$1.89M ﹤0.01%
98,876
-446
2432
$1.88M ﹤0.01%
45,508
-2,693
2433
$1.87M ﹤0.01%
52,417
-9,829
2434
$1.87M ﹤0.01%
28,765
-8,924
2435
$1.87M ﹤0.01%
47,113
+4,332
2436
$1.87M ﹤0.01%
69,078
-2,105
2437
$1.86M ﹤0.01%
24,590
-105,712
2438
$1.86M ﹤0.01%
146,499
-224,649
2439
$1.86M ﹤0.01%
27,396
+25
2440
$1.86M ﹤0.01%
39,318
-107,362
2441
$1.86M ﹤0.01%
95,079
-13,398
2442
$1.86M ﹤0.01%
95,693
-11,277
2443
$1.86M ﹤0.01%
674,780
+130,260
2444
$1.85M ﹤0.01%
+116,620
2445
$1.85M ﹤0.01%
605,406
+6,965
2446
$1.85M ﹤0.01%
100,409
-79,979
2447
$1.85M ﹤0.01%
32,285
+4,487
2448
$1.85M ﹤0.01%
34,513
+31,044
2449
$1.84M ﹤0.01%
76,349
+21,456
2450
$1.83M ﹤0.01%
15,301
-1,705
96 97
98
99 100