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
2601
$1.81M ﹤0.01%
99,536
-18,979
2602
$1.8M ﹤0.01%
16,161
-5,053
2603
$1.8M ﹤0.01%
43,302
+575
2604
$1.8M ﹤0.01%
37,855
-27,861
2605
$1.8M ﹤0.01%
58,615
-14,698
2606
$1.79M ﹤0.01%
105,093
-52,877
2607
$1.79M ﹤0.01%
106,660
+18,232
2608
$1.79M ﹤0.01%
208,449
-29,692
2609
$1.79M ﹤0.01%
41,081
-1,018
2610
$1.79M ﹤0.01%
27,014
-12,827
2611
$1.79M ﹤0.01%
41,251
+38,498
2612
$1.78M ﹤0.01%
16,891
-1,284,541
2613
$1.77M ﹤0.01%
102,928
-17,715
2614
$1.77M ﹤0.01%
138,248
+4,010
2615
$1.75M ﹤0.01%
21,037
-4,321
2616
$1.74M ﹤0.01%
11,773
+2,832
2617
$1.74M ﹤0.01%
161,240
+11,322
2618
$1.74M ﹤0.01%
24,040
-5,257
2619
$1.74M ﹤0.01%
110,199
+17,016
2620
$1.73M ﹤0.01%
69,529
+36,606
2621
$1.73M ﹤0.01%
126,548
-30,514
2622
$1.72M ﹤0.01%
199,749
-42,946
2623
$1.72M ﹤0.01%
43,602
+11,142
2624
$1.72M ﹤0.01%
43,388
+42,712
2625
$1.72M ﹤0.01%
62,913
-10,137
103 104
105
106 107