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
2526
$2.03M ﹤0.01%
+40,932
2527
$2.02M ﹤0.01%
11,635
-1,650
2528
$2.02M ﹤0.01%
23,805
-1,236
2529
$2.02M ﹤0.01%
74,514
+52,018
2530
$2.02M ﹤0.01%
296,475
-21,648
2531
$2.02M ﹤0.01%
265,210
+24,394
2532
$2.01M ﹤0.01%
60,166
-20,445
2533
$2.01M ﹤0.01%
28,879
-5,504
2534
$2.01M ﹤0.01%
101,804
+27,316
2535
$2.01M ﹤0.01%
37,308
-1,800
2536
$2.01M ﹤0.01%
47,528
-27,452
2537
$2M ﹤0.01%
294,831
+11,865
2538
$2M ﹤0.01%
204,151
+11,538
2539
$2M ﹤0.01%
45,420
+12,035
2540
$1.99M ﹤0.01%
131,867
+2,647
2541
$1.99M ﹤0.01%
20,852
-809
2542
$1.98M ﹤0.01%
28,899
-7,480
2543
$1.98M ﹤0.01%
28,388
+2,497
2544
$1.98M ﹤0.01%
51,588
+8,951
2545
$1.98M ﹤0.01%
51,495
+4,498
2546
$1.97M ﹤0.01%
168,045
-44,214
2547
$1.97M ﹤0.01%
36,838
+2,421
2548
$1.96M ﹤0.01%
49,939
-122,642
2549
$1.96M ﹤0.01%
340,233
-531,795
2550
$1.96M ﹤0.01%
196,571
-95,688
100 101
102
103 104