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
2676
$1.61M ﹤0.01%
22,842
-9,700
2677
$1.6M ﹤0.01%
49,864
-5,056
2678
$1.6M ﹤0.01%
37,533
+18,381
2679
$1.6M ﹤0.01%
15,336
+10,511
2680
$1.59M ﹤0.01%
70,136
+3,860
2681
$1.58M ﹤0.01%
12,825
+740
2682
$1.58M ﹤0.01%
+61,340
2683
$1.57M ﹤0.01%
24,474
+471
2684
$1.57M ﹤0.01%
76,520
+35,085
2685
$1.56M ﹤0.01%
81,418
+4,656
2686
$1.56M ﹤0.01%
42,756
+9,999
2687
$1.56M ﹤0.01%
79,412
-19,221
2688
$1.55M ﹤0.01%
57,424
+14,800
2689
$1.55M ﹤0.01%
148,421
-490
2690
$1.55M ﹤0.01%
68,379
-64,824
2691
$1.54M ﹤0.01%
71,715
-114,291
2692
$1.54M ﹤0.01%
69,439
+20,379
2693
$1.54M ﹤0.01%
44,339
+5,551
2694
$1.54M ﹤0.01%
69,714
+65,749
2695
$1.54M ﹤0.01%
60,830
-19,335
2696
$1.53M ﹤0.01%
79,417
+53,237
2697
$1.53M ﹤0.01%
277,705
-22,218
2698
$1.53M ﹤0.01%
48,585
+8,281
2699
$1.52M ﹤0.01%
25,431
+8,738
2700
$1.52M ﹤0.01%
53,115
+530
106 107
108
109 110