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
2501
$1.45M ﹤0.01%
31,320
-6,613
2502
$1.45M ﹤0.01%
52,608
-5,395
2503
$1.44M ﹤0.01%
78,476
-3,043
2504
$1.44M ﹤0.01%
24,391
+1,473
2505
$1.44M ﹤0.01%
48,945
-16,311
2506
$1.44M ﹤0.01%
92,602
+74,395
2507
$1.44M ﹤0.01%
97,966
+3,871
2508
$1.44M ﹤0.01%
93,942
-581
2509
$1.44M ﹤0.01%
192,964
-16,815
2510
$1.44M ﹤0.01%
260,954
-143,938
2511
$1.43M ﹤0.01%
31,486
+711
2512
$1.43M ﹤0.01%
41,099
+25,717
2513
$1.43M ﹤0.01%
111,748
-8,614
2514
$1.43M ﹤0.01%
44,740
+5,781
2515
$1.43M ﹤0.01%
7,049
+309
2516
$1.43M ﹤0.01%
79,109
-64,522
2517
$1.42M ﹤0.01%
44,825
-26,733
2518
$1.42M ﹤0.01%
44,262
-1,354
2519
$1.42M ﹤0.01%
81,293
-17,301
2520
$1.42M ﹤0.01%
77,554
+386
2521
$1.42M ﹤0.01%
57,506
+53,339
2522
$1.42M ﹤0.01%
49,703
-9,540
2523
$1.41M ﹤0.01%
95,139
+13,397
2524
$1.41M ﹤0.01%
25,134
+12,290
2525
$1.41M ﹤0.01%
56,277
+16,994
99 100
101
102 103