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
$142B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,372
New
Increased
Reduced
Closed

Top Buys

1
+$369M
2
+$318M
3
+$306M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$267M
5
GLD icon
SPDR Gold Trust
GLD
+$261M

Top Sells

1
+$1.47B
2
+$610M
3
+$279M
4
BAC icon
Bank of America
BAC
+$251M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$201M

Sector Composition

1 Financials 8.98%
2 Healthcare 7.52%
3 Technology 7.2%
4 Industrials 6.42%
5 Energy 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$125M 0.07%
2,101,343
+578,475
227
$124M 0.07%
963,522
-9,259
228
$123M 0.07%
2,948,818
-1,570,516
229
$122M 0.07%
1,152,928
-122,108
230
$122M 0.07%
2,251,065
+341,788
231
$121M 0.07%
10,082,079
+343,524
232
$120M 0.07%
1,102,450
+43,722
233
$120M 0.07%
1,782,258
+240,822
234
$119M 0.07%
1,392,703
+77,516
235
$119M 0.07%
5,695,905
+980,478
236
$118M 0.07%
2,419,531
-679,719
237
$118M 0.07%
1,992,952
-589,377
238
$116M 0.06%
4,753,377
-593,022
239
$116M 0.06%
976,179
+102,034
240
$115M 0.06%
998,362
+3,165
241
$115M 0.06%
1,157,521
-44,722
242
$115M 0.06%
2,671,656
+17,937
243
$115M 0.06%
1,949,124
-274,694
244
$115M 0.06%
3,309,461
-107,850
245
$114M 0.06%
2,889,291
+1,524,710
246
$114M 0.06%
6,348,953
+4,533,908
247
$113M 0.06%
1,922,316
+9,587
248
$113M 0.06%
2,298,109
-253,298
249
$113M 0.06%
1,236,527
+163,250
250
$112M 0.06%
1,770,377
-778,767
8 9
10
11 12