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
2526
$1.41M ﹤0.01%
59,833
+3,558
2527
$1.4M ﹤0.01%
123,612
+8,238
2528
$1.4M ﹤0.01%
147,903
-44,402
2529
$1.4M ﹤0.01%
102,750
+12,476
2530
$1.4M ﹤0.01%
83,815
-24,447
2531
$1.4M ﹤0.01%
40,155
+35,844
2532
$1.4M ﹤0.01%
18,555
+17,456
2533
$1.39M ﹤0.01%
18,951
+4,974
2534
$1.39M ﹤0.01%
14,926
+699
2535
$1.39M ﹤0.01%
122,809
+10,582
2536
$1.39M ﹤0.01%
150,865
+5,295
2537
$1.39M ﹤0.01%
50,270
+6,557
2538
$1.39M ﹤0.01%
54,876
-9,672
2539
$1.39M ﹤0.01%
153,208
+26,209
2540
$1.39M ﹤0.01%
84,592
+20,239
2541
$1.39M ﹤0.01%
7,748
+1,021
2542
$1.39M ﹤0.01%
54,764
+8,016
2543
$1.39M ﹤0.01%
830
-108
2544
$1.38M ﹤0.01%
236,172
-55,585
2545
$1.38M ﹤0.01%
60,478
+3,080
2546
$1.38M ﹤0.01%
37,162
-22,052
2547
$1.38M ﹤0.01%
108,723
-6,262
2548
$1.38M ﹤0.01%
40,077
+28,475
2549
$1.37M ﹤0.01%
59,259
-4,314
2550
$1.37M ﹤0.01%
153,196
-13,740
100 101
102
103 104