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
2701
$1.12M ﹤0.01%
55,090
-18,211
2702
$1.11M ﹤0.01%
149,651
+63,774
2703
$1.11M ﹤0.01%
43,058
+35,311
2704
$1.11M ﹤0.01%
23,671
+10,697
2705
$1.11M ﹤0.01%
68,984
-39,043
2706
$1.11M ﹤0.01%
25,927
-129,900
2707
$1.11M ﹤0.01%
43,854
+29,139
2708
$1.11M ﹤0.01%
23,951
+1,305
2709
$1.1M ﹤0.01%
22,058
+7,170
2710
$1.1M ﹤0.01%
21,111
+3,295
2711
$1.1M ﹤0.01%
159,887
-60,619
2712
$1.1M ﹤0.01%
15,864
-10,608
2713
$1.1M ﹤0.01%
63,066
+16,348
2714
$1.1M ﹤0.01%
128,584
+4,577
2715
$1.09M ﹤0.01%
81,996
-108,680
2716
$1.09M ﹤0.01%
34,676
-6,672
2717
$1.09M ﹤0.01%
43,539
+14,328
2718
$1.09M ﹤0.01%
33,594
-519
2719
$1.09M ﹤0.01%
31,531
-1,075
2720
$1.09M ﹤0.01%
73,116
-10,396
2721
$1.09M ﹤0.01%
19,910
+6,327
2722
$1.09M ﹤0.01%
118,511
+22,717
2723
$1.08M ﹤0.01%
19,591
+246
2724
$1.08M ﹤0.01%
17,922
-3,250
2725
$1.08M ﹤0.01%
59,390
+58,360
107 108
109
110 111