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
2651
$1.66M ﹤0.01%
51,210
+2,415
2652
$1.66M ﹤0.01%
41,169
-1,790
2653
$1.65M ﹤0.01%
24,064
+2,079
2654
$1.65M ﹤0.01%
26,678
-17,813
2655
$1.65M ﹤0.01%
18,071
-21
2656
$1.65M ﹤0.01%
32,035
+3,404
2657
$1.65M ﹤0.01%
246,973
-25,772
2658
$1.64M ﹤0.01%
134,068
+22,693
2659
$1.64M ﹤0.01%
33,383
+10,466
2660
$1.64M ﹤0.01%
41,697
-7,686
2661
$1.64M ﹤0.01%
77,244
+45,686
2662
$1.64M ﹤0.01%
66,644
-8,391
2663
$1.64M ﹤0.01%
90,201
+87,997
2664
$1.64M ﹤0.01%
37,760
+23,321
2665
$1.64M ﹤0.01%
84,463
+1,685
2666
$1.64M ﹤0.01%
42,519
+24,840
2667
$1.63M ﹤0.01%
76,521
+11,649
2668
$1.63M ﹤0.01%
97,723
+12,332
2669
$1.63M ﹤0.01%
91,972
+2,217
2670
$1.63M ﹤0.01%
73,460
+5,440
2671
$1.62M ﹤0.01%
19,067
+12,099
2672
$1.62M ﹤0.01%
143,362
-1,207,042
2673
$1.62M ﹤0.01%
64,752
-23,814
2674
$1.61M ﹤0.01%
55,845
+1,129
2675
$1.61M ﹤0.01%
137,772
+1,217
105 106
107
108 109