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
2576
$1.33M ﹤0.01%
20,208
+17,832
2577
$1.33M ﹤0.01%
24,762
-91,079
2578
$1.32M ﹤0.01%
46,227
+35,677
2579
$1.32M ﹤0.01%
15,651
+4,882
2580
$1.32M ﹤0.01%
143,560
+58,206
2581
$1.32M ﹤0.01%
39,280
+20,832
2582
$1.32M ﹤0.01%
64,204
-68,683
2583
$1.32M ﹤0.01%
30,681
+28,892
2584
$1.32M ﹤0.01%
139,315
-5,783
2585
$1.32M ﹤0.01%
57,452
+26,262
2586
$1.31M ﹤0.01%
83,586
+744
2587
$1.31M ﹤0.01%
121,767
+40,324
2588
$1.31M ﹤0.01%
61,154
+42,353
2589
$1.31M ﹤0.01%
43,234
+10,628
2590
$1.31M ﹤0.01%
35,504
+5,728
2591
$1.31M ﹤0.01%
102,115
+8,660
2592
$1.3M ﹤0.01%
262,258
+118,545
2593
$1.3M ﹤0.01%
56,909
+11,718
2594
$1.29M ﹤0.01%
66,584
+17,120
2595
$1.29M ﹤0.01%
65,573
+2,305
2596
$1.29M ﹤0.01%
52,149
+277
2597
$1.29M ﹤0.01%
92,506
-38,336
2598
$1.29M ﹤0.01%
47,106
-1,580
2599
$1.28M ﹤0.01%
58,611
+6,296
2600
$1.28M ﹤0.01%
40,186
+542
102 103
104
105 106