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
2626
$1.26M ﹤0.01%
9,855
+466
2627
$1.26M ﹤0.01%
11,224
-18,119
2628
$1.26M ﹤0.01%
25,835
-10,937
2629
$1.26M ﹤0.01%
24,493
-11,950
2630
$1.24M ﹤0.01%
66,055
-47,377
2631
$1.24M ﹤0.01%
253,586
+138,576
2632
$1.24M ﹤0.01%
93,953
-132,560
2633
$1.24M ﹤0.01%
92,640
-7,773
2634
$1.24M ﹤0.01%
19,676
+7,849
2635
$1.24M ﹤0.01%
72,125
+60,836
2636
$1.24M ﹤0.01%
45,454
-3,082
2637
$1.23M ﹤0.01%
133,584
+118,434
2638
$1.23M ﹤0.01%
40,739
-8,214
2639
$1.23M ﹤0.01%
33,507
-4,249
2640
$1.23M ﹤0.01%
77,107
+23,240
2641
$1.23M ﹤0.01%
102,685
-50,182
2642
$1.22M ﹤0.01%
165,069
+163,097
2643
$1.22M ﹤0.01%
47,212
-105,865
2644
$1.22M ﹤0.01%
59,636
-3,345
2645
$1.22M ﹤0.01%
37,597
+2,958
2646
$1.22M ﹤0.01%
20,260
+4,073
2647
$1.21M ﹤0.01%
56,218
-9,879
2648
$1.21M ﹤0.01%
88,445
+81,235
2649
$1.21M ﹤0.01%
22,268
+4,560
2650
$1.2M ﹤0.01%
62,817
+58,653
104 105
106
107 108