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
2651
$1.2M ﹤0.01%
21,229
+11,256
2652
$1.2M ﹤0.01%
38,286
+6,076
2653
$1.2M ﹤0.01%
105,366
+11,645
2654
$1.2M ﹤0.01%
66,978
+36,870
2655
$1.2M ﹤0.01%
7,897
-13,732
2656
$1.2M ﹤0.01%
27,471
-36,555
2657
$1.2M ﹤0.01%
32,444
+30,478
2658
$1.2M ﹤0.01%
19,913
+1,155
2659
$1.19M ﹤0.01%
63,503
-27,815
2660
$1.19M ﹤0.01%
102,623
+84,011
2661
$1.19M ﹤0.01%
70,097
+10,825
2662
$1.19M ﹤0.01%
195,293
+85,936
2663
$1.19M ﹤0.01%
14,017
-8,314
2664
$1.19M ﹤0.01%
122,653
+15,494
2665
$1.19M ﹤0.01%
81,074
+5,603
2666
$1.19M ﹤0.01%
+98,168
2667
$1.19M ﹤0.01%
36,058
+12,146
2668
$1.18M ﹤0.01%
24,934
+11,625
2669
$1.18M ﹤0.01%
96,302
+18,008
2670
$1.18M ﹤0.01%
161,375
-111,310
2671
$1.18M ﹤0.01%
81,300
+78,821
2672
$1.18M ﹤0.01%
16,922
-1,141
2673
$1.18M ﹤0.01%
29,145
-3,336
2674
$1.17M ﹤0.01%
550,260
-259,535
2675
$1.17M ﹤0.01%
47,390
-70,055
105 106
107
108 109