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
2551
$1.96M ﹤0.01%
299,155
+30,500
2552
$1.95M ﹤0.01%
298,371
+39,427
2553
$1.95M ﹤0.01%
7,143
-28,172
2554
$1.95M ﹤0.01%
136,804
+59,203
2555
$1.95M ﹤0.01%
118,645
-48,384
2556
$1.94M ﹤0.01%
52,568
+33,445
2557
$1.94M ﹤0.01%
102,283
-11,653
2558
$1.93M ﹤0.01%
404,100
-34,842
2559
$1.93M ﹤0.01%
22,594
-1,569
2560
$1.93M ﹤0.01%
54,893
-67,503
2561
$1.93M ﹤0.01%
59,694
-2,964
2562
$1.93M ﹤0.01%
33,319
+7,745
2563
$1.91M ﹤0.01%
25,007
-7,853
2564
$1.91M ﹤0.01%
148,498
+3,103
2565
$1.91M ﹤0.01%
42,575
+19,823
2566
$1.91M ﹤0.01%
23,340
+10,840
2567
$1.91M ﹤0.01%
57,622
+5,501
2568
$1.91M ﹤0.01%
164,365
+21,373
2569
$1.91M ﹤0.01%
13,187
+1,682
2570
$1.91M ﹤0.01%
25,522
+928
2571
$1.9M ﹤0.01%
122,257
-141,252
2572
$1.9M ﹤0.01%
59,665
-62,961
2573
$1.9M ﹤0.01%
62,592
-2,330
2574
$1.9M ﹤0.01%
45,428
-71,657
2575
$1.89M ﹤0.01%
23,759
-12,003
101 102
103
104 105