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
2626
$1.72M ﹤0.01%
103,981
+889
2627
$1.71M ﹤0.01%
720,158
-800
2628
$1.71M ﹤0.01%
141,552
+2,992
2629
$1.71M ﹤0.01%
9,124
-7,614
2630
$1.71M ﹤0.01%
37,795
+931
2631
$1.71M ﹤0.01%
143,592
+5,116
2632
$1.71M ﹤0.01%
100,069
+1,260
2633
$1.7M ﹤0.01%
47,243
-1,908
2634
$1.7M ﹤0.01%
32,717
-527
2635
$1.7M ﹤0.01%
12,098
-993
2636
$1.7M ﹤0.01%
155,092
+66,217
2637
$1.7M ﹤0.01%
65,781
-119,540
2638
$1.7M ﹤0.01%
149,180
+4,427
2639
$1.7M ﹤0.01%
140,938
-34,641
2640
$1.7M ﹤0.01%
5,614
-4,910
2641
$1.7M ﹤0.01%
98,653
+87,363
2642
$1.69M ﹤0.01%
42,689
+3,173
2643
$1.68M ﹤0.01%
54,943
-2,313
2644
$1.67M ﹤0.01%
65,951
-4,763
2645
$1.67M ﹤0.01%
156,894
+7,940
2646
$1.67M ﹤0.01%
28,726
+3,974
2647
$1.67M ﹤0.01%
181,230
+21,820
2648
$1.66M ﹤0.01%
43,964
+40,659
2649
$1.66M ﹤0.01%
88,073
-10,430
2650
$1.66M ﹤0.01%
82,230
-40,710
104 105
106
107 108