UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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 Short 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
1
$6.5B 2.67%
25,290,235
-1,758,650
2
$5.42B 2.23%
39,666,056
-4,230,301
3
$3.39B 1.39%
8,973,031
+1,105,938
4
$2.78B 1.14%
26,168,187
-936,173
5
$2.59B 1.06%
23,797,760
-478,640
6
$1.96B 0.81%
7,000,130
+923,252
7
$1.9B 0.78%
16,845,994
-502,127
8
$1.89B 0.78%
10,650,419
-261,878
9
$1.84B 0.76%
113,697,113
-4,117,609
10
$1.67B 0.68%
12,642,513
+507,318
11
$1.66B 0.68%
6,036,604
-426,286
12
$1.57B 0.64%
14,357,420
+539,260
13
$1.52B 0.62%
3,996,907
+22,868
14
$1.5B 0.62%
7,641,165
+38,369
15
$1.49B 0.61%
9,752,330
+604,659
16
$1.48B 0.61%
2,872,347
+147
17
$1.36B 0.56%
9,430,030
-683,652
18
$1.34B 0.55%
22,752,948
-65,143
19
$1.28B 0.53%
5,864,244
+32,100
20
$1.22B 0.5%
19,355,046
+1,076,267
21
$1.22B 0.5%
6,178,679
-166,653
22
$1.21B 0.5%
5,424,081
-240,946
23
$1.18B 0.49%
4,793,643
-114,933
24
$1.12B 0.46%
26,193,462
+503,418
25
$1.11B 0.46%
2,315,426
-262,888
1
2 3 4 5