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
251
$125M 0.05%
7,691,552
+41,912
252
$125M 0.05%
1,185,892
-273,174
253
$125M 0.05%
1,464,942
+29,475
254
$124M 0.05%
3,711,083
+3,687,029
255
$123M 0.05%
6,336,407
+113,806
256
$123M 0.05%
2,387,085
+549,807
257
$122M 0.05%
8,110,431
+1,281,983
258
$122M 0.05%
4,328,928
+1,864,338
259
$119M 0.05%
863,715
+173,694
260
$119M 0.05%
2,274,493
-256,552
261
$119M 0.05%
1,396,880
-12,105
262
$118M 0.05%
338,947
+13,508
263
$118M 0.05%
1,806,505
-821,380
264
$118M 0.05%
2,066,913
-1,727,538
265
$118M 0.05%
616,813
+1,120
266
$117M 0.05%
2,187,150
-121,690
267
$117M 0.05%
1,251,777
-226,505
268
$116M 0.05%
708,900
+15,307
269
$116M 0.05%
731,908
-19,174
270
$115M 0.05%
1,444,613
-216,561
271
$115M 0.05%
1,488,138
-31,772
272
$114M 0.05%
1,656,365
-134,525
273
$114M 0.05%
3,826,806
-505,037
274
$114M 0.05%
882,945
-39,655
275
$114M 0.05%
1,086,552
+58,678
9 10
11
12 13