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
2476
$1.5M ﹤0.01%
12,544
+1,291
2477
$1.49M ﹤0.01%
493,830
+83,738
2478
$1.49M ﹤0.01%
210,217
+42,218
2479
$1.48M ﹤0.01%
303,266
-106,391
2480
$1.48M ﹤0.01%
90,324
-7,333
2481
$1.48M ﹤0.01%
208,475
-14,825
2482
$1.48M ﹤0.01%
296,930
-57,928
2483
$1.47M ﹤0.01%
52,149
+23,984
2484
$1.47M ﹤0.01%
48,010
+29,250
2485
$1.47M ﹤0.01%
30,505
+18,430
2486
$1.47M ﹤0.01%
167,519
+138,635
2487
$1.47M ﹤0.01%
62,012
+24,951
2488
$1.47M ﹤0.01%
22,787
-10,641
2489
$1.47M ﹤0.01%
26,279
+17,423
2490
$1.46M ﹤0.01%
125,480
+5,937
2491
$1.46M ﹤0.01%
34,642
+9,839
2492
$1.46M ﹤0.01%
98,481
-22,905
2493
$1.46M ﹤0.01%
52,064
+965
2494
$1.46M ﹤0.01%
57,090
+20,579
2495
$1.46M ﹤0.01%
60,732
+17,595
2496
$1.46M ﹤0.01%
91,442
+4,271
2497
$1.46M ﹤0.01%
98,625
-34,357
2498
$1.46M ﹤0.01%
90,296
-11,960
2499
$1.45M ﹤0.01%
56,249
-21,882
2500
$1.45M ﹤0.01%
107,674
+43,107
98 99
100
101 102