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
2451
$1.83M ﹤0.01%
56,025
-49,410
2452
$1.83M ﹤0.01%
107,331
-5,089
2453
$1.83M ﹤0.01%
40,428
-174,113
2454
$1.83M ﹤0.01%
188,041
-2,000
2455
$1.82M ﹤0.01%
25,617
-140
2456
$1.82M ﹤0.01%
98,484
+67
2457
$1.81M ﹤0.01%
589,307
-105,111
2458
$1.81M ﹤0.01%
68,494
-54,333
2459
$1.81M ﹤0.01%
42,500
-25,604
2460
$1.81M ﹤0.01%
22,502
+17,584
2461
$1.81M ﹤0.01%
40,261
+32,390
2462
$1.81M ﹤0.01%
2,772
+2,231
2463
$1.81M ﹤0.01%
34,129
-16,008
2464
$1.81M ﹤0.01%
26,867
-8,449
2465
$1.8M ﹤0.01%
69,453
-21,865
2466
$1.79M ﹤0.01%
37,065
-19,345
2467
$1.79M ﹤0.01%
52,397
-7,154
2468
$1.79M ﹤0.01%
52,981
+20,761
2469
$1.79M ﹤0.01%
32,055
-18,190
2470
$1.78M ﹤0.01%
14,324
+13,351
2471
$1.78M ﹤0.01%
139,584
+84,432
2472
$1.78M ﹤0.01%
57,410
+12,435
2473
$1.78M ﹤0.01%
43,005
+17,468
2474
$1.77M ﹤0.01%
35,690
+9,145
2475
$1.77M ﹤0.01%
39,847
-525
97 98
99
100 101