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
2676
$1.16M ﹤0.01%
23,852
-164,649
2677
$1.16M ﹤0.01%
88,135
-3,129
2678
$1.16M ﹤0.01%
76,032
-5,880
2679
$1.16M ﹤0.01%
96,529
-1,053
2680
$1.16M ﹤0.01%
12,650
+1,579
2681
$1.15M ﹤0.01%
16,317
+511
2682
$1.15M ﹤0.01%
22,021
+14,111
2683
$1.15M ﹤0.01%
49,697
-50,615
2684
$1.15M ﹤0.01%
20,627
-35,529
2685
$1.15M ﹤0.01%
75,081
+7,801
2686
$1.14M ﹤0.01%
17,859
-3,927
2687
$1.14M ﹤0.01%
23,159
+8,022
2688
$1.14M ﹤0.01%
9,652
+6,414
2689
$1.14M ﹤0.01%
40,599
+20,434
2690
$1.13M ﹤0.01%
38,024
+33,323
2691
$1.13M ﹤0.01%
162,770
-130,238
2692
$1.13M ﹤0.01%
56,048
+13,924
2693
$1.13M ﹤0.01%
46,440
-6,241
2694
$1.13M ﹤0.01%
34,734
-22,542
2695
$1.13M ﹤0.01%
30,589
+28,188
2696
$1.12M ﹤0.01%
17,630
-8,653
2697
$1.12M ﹤0.01%
7,479
+3,196
2698
$1.12M ﹤0.01%
57,827
+18,861
2699
$1.12M ﹤0.01%
34,017
+21,744
2700
$1.12M ﹤0.01%
13,083
-30,562
106 107
108
109 110