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
251
$112M 0.06%
1,150,085
-30,267
252
$112M 0.06%
786,903
+27,413
253
$110M 0.06%
1,188,233
+7,771
254
$110M 0.06%
1,683,810
-917,780
255
$108M 0.06%
1,946,493
-1,186,931
256
$108M 0.06%
1,343,476
-366,060
257
$108M 0.06%
1,465,438
+100,535
258
$106M 0.06%
2,328,088
+154,672
259
$106M 0.06%
1,822,099
+419,363
260
$105M 0.06%
1,366,119
+127,900
261
$105M 0.06%
864,704
-32,935
262
$104M 0.06%
4,070,611
+2,263,198
263
$104M 0.06%
2,185,716
-200,194
264
$103M 0.06%
3,813,238
-1,119,596
265
$102M 0.06%
1,874,145
+137,620
266
$101M 0.06%
583,280
+83,797
267
$99.6M 0.06%
4,003,158
-331,904
268
$99.3M 0.05%
2,253,824
-359,305
269
$99.3M 0.05%
3,633,780
+390,413
270
$96.7M 0.05%
7,812,030
+968,710
271
$96.7M 0.05%
940,716
+72,443
272
$96.7M 0.05%
1,411,938
-200,574
273
$96.6M 0.05%
1,949,293
-496,905
274
$96.5M 0.05%
1,328,954
+163,422
275
$96.2M 0.05%
4,338,908
-504,277
9 10
11
12 13