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
2701
$1.52M ﹤0.01%
50,532
+41,696
2702
$1.52M ﹤0.01%
10,368
+630
2703
$1.51M ﹤0.01%
108,241
-3,896
2704
$1.51M ﹤0.01%
54,633
+12,966
2705
$1.51M ﹤0.01%
24,079
-92,761
2706
$1.51M ﹤0.01%
102,359
+33,571
2707
$1.51M ﹤0.01%
60,241
-44,848
2708
$1.51M ﹤0.01%
22,309
+5,024
2709
$1.5M ﹤0.01%
45,642
+4,059
2710
$1.5M ﹤0.01%
161,851
-3,610
2711
$1.5M ﹤0.01%
25,893
+25,781
2712
$1.5M ﹤0.01%
59,814
-5,308
2713
$1.5M ﹤0.01%
2,182
+250
2714
$1.5M ﹤0.01%
42,341
+21,886
2715
$1.5M ﹤0.01%
52,376
-2,126
2716
$1.5M ﹤0.01%
60,861
-119,176
2717
$1.49M ﹤0.01%
211,856
+54,659
2718
$1.49M ﹤0.01%
48,826
+28,922
2719
$1.48M ﹤0.01%
41,837
-1,737
2720
$1.48M ﹤0.01%
113,510
-19,100
2721
$1.48M ﹤0.01%
118,393
+8,834
2722
$1.48M ﹤0.01%
191,928
-95,861
2723
$1.48M ﹤0.01%
61,514
-12,219
2724
$1.47M ﹤0.01%
201,481
-25,651
2725
$1.47M ﹤0.01%
16,040
-42,309
107 108
109
110 111