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
$178B
AUM Growth
-$3.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,458
New
Increased
Reduced
Closed

Top Buys

1
+$469M
2
+$430M
3
+$423M
4
JPM icon
JPMorgan Chase
JPM
+$417M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$316M

Top Sells

1
+$701M
2
+$549M
3
+$412M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$390M
5
PEP icon
PepsiCo
PEP
+$371M

Sector Composition

1 Technology 10.62%
2 Financials 9.83%
3 Healthcare 7.35%
4 Industrials 6.61%
5 Consumer Discretionary 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$144M 0.06%
2,591,211
+83,162
227
$144M 0.06%
2,666,336
-246,129
228
$143M 0.06%
1,801,774
+942,399
229
$142M 0.06%
935,632
-115,868
230
$141M 0.06%
2,586,232
+26,292
231
$139M 0.06%
1,174,302
+215,897
232
$139M 0.06%
13,073,052
+505,170
233
$139M 0.06%
2,403,630
+163,755
234
$139M 0.06%
627,449
-59,841
235
$138M 0.06%
3,083,433
-25,448
236
$138M 0.06%
4,321,183
-619,569
237
$138M 0.06%
7,433,436
+593,349
238
$137M 0.06%
1,253,170
+16,576
239
$137M 0.06%
1,031,317
-145,311
240
$136M 0.06%
5,357,580
+383,573
241
$133M 0.06%
1,823,721
-18,863
242
$133M 0.06%
4,026,906
-170,880
243
$132M 0.06%
2,312,347
-3,959
244
$130M 0.06%
1,877,717
+112,058
245
$129M 0.06%
2,866,298
+83,068
246
$128M 0.06%
2,267,951
+180,455
247
$128M 0.06%
1,169,572
+110,588
248
$127M 0.06%
866,732
-338
249
$126M 0.05%
2,020,507
-7,658
250
$125M 0.05%
1,039,749
-112,418
8 9
10
11 12