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
2576
$1.88M ﹤0.01%
34,122
-5,211
2577
$1.88M ﹤0.01%
37,516
-2,677
2578
$1.88M ﹤0.01%
218,923
+106,392
2579
$1.88M ﹤0.01%
72,111
-8,296
2580
$1.87M ﹤0.01%
29,408
+6,738
2581
$1.87M ﹤0.01%
109,925
-19,146
2582
$1.87M ﹤0.01%
27,132
+2,669
2583
$1.87M ﹤0.01%
84,687
-2,557
2584
$1.86M ﹤0.01%
33,278
+2,647
2585
$1.85M ﹤0.01%
60,443
+35,233
2586
$1.85M ﹤0.01%
19,883
+2,516
2587
$1.85M ﹤0.01%
65,710
-24,141
2588
$1.85M ﹤0.01%
15,816
+7,206
2589
$1.84M ﹤0.01%
27,747
+2,401
2590
$1.84M ﹤0.01%
264,721
-44,952
2591
$1.84M ﹤0.01%
120,271
+106,447
2592
$1.84M ﹤0.01%
70,498
+10,320
2593
$1.83M ﹤0.01%
436,752
+148,005
2594
$1.83M ﹤0.01%
192,349
+76,480
2595
$1.83M ﹤0.01%
70,042
+1,737
2596
$1.83M ﹤0.01%
48,584
+32,514
2597
$1.82M ﹤0.01%
41,126
-51,033
2598
$1.82M ﹤0.01%
5,513
-678
2599
$1.82M ﹤0.01%
44,750
+1,007
2600
$1.82M ﹤0.01%
161,465
-10,329
102 103
104
105 106