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
2726
$1.08M ﹤0.01%
16,943
+1,090
2727
$1.07M ﹤0.01%
17,417
+6,439
2728
$1.07M ﹤0.01%
100,318
-256,137
2729
$1.07M ﹤0.01%
9,971
+4,712
2730
$1.07M ﹤0.01%
54,435
-752
2731
$1.07M ﹤0.01%
26,779
-18,883
2732
$1.07M ﹤0.01%
27,424
+22,847
2733
$1.07M ﹤0.01%
44,892
-22,437
2734
$1.07M ﹤0.01%
8,620
-1,580
2735
$1.06M ﹤0.01%
31,017
-2,656
2736
$1.06M ﹤0.01%
48,805
+7,410
2737
$1.06M ﹤0.01%
31,236
+9,595
2738
$1.06M ﹤0.01%
29,563
-832
2739
$1.05M ﹤0.01%
40,959
-3,489
2740
$1.05M ﹤0.01%
43,145
-118
2741
$1.05M ﹤0.01%
2,961
+1,221
2742
$1.05M ﹤0.01%
15,578
+3,277
2743
$1.04M ﹤0.01%
75,265
+46,189
2744
$1.04M ﹤0.01%
57,993
-50,436
2745
$1.04M ﹤0.01%
21,890
+8,990
2746
$1.04M ﹤0.01%
39,523
-6,654
2747
$1.04M ﹤0.01%
186,248
-39,562
2748
$1.04M ﹤0.01%
85,588
-13,827
2749
$1.03M ﹤0.01%
+92,284
2750
$1.03M ﹤0.01%
67,061
+29,275
108 109
110
111 112