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
2501
$2.09M ﹤0.01%
34,978
-325
2502
$2.09M ﹤0.01%
112,240
-144,878
2503
$2.09M ﹤0.01%
36,908
+22,531
2504
$2.08M ﹤0.01%
39,748
+12,489
2505
$2.08M ﹤0.01%
61,801
-6,084
2506
$2.08M ﹤0.01%
39,593
+1,091
2507
$2.08M ﹤0.01%
219,696
+71,334
2508
$2.08M ﹤0.01%
35,439
-2,246
2509
$2.07M ﹤0.01%
155,616
+10,142
2510
$2.07M ﹤0.01%
69,464
-4,922
2511
$2.06M ﹤0.01%
18,136
-9,749
2512
$2.05M ﹤0.01%
122,768
-26,015
2513
$2.05M ﹤0.01%
176,314
-47,206
2514
$2.05M ﹤0.01%
105,315
-3,444
2515
$2.05M ﹤0.01%
77,101
-8,467
2516
$2.04M ﹤0.01%
72,040
+1,480
2517
$2.04M ﹤0.01%
40,872
-1,392
2518
$2.04M ﹤0.01%
18,842
+4,629
2519
$2.04M ﹤0.01%
114,740
+102,620
2520
$2.04M ﹤0.01%
38,868
-1,016
2521
$2.04M ﹤0.01%
1,254
+1,251
2522
$2.03M ﹤0.01%
149,916
+2,073
2523
$2.03M ﹤0.01%
414,901
+118,454
2524
$2.03M ﹤0.01%
516,029
-14,096
2525
$2.03M ﹤0.01%
22,085
+4,979
99 100
101
102 103