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
2726
$1.47M ﹤0.01%
46,226
-111,749
2727
$1.47M ﹤0.01%
105,511
+14,438
2728
$1.47M ﹤0.01%
107,703
+4,134
2729
$1.46M ﹤0.01%
202,765
+180,186
2730
$1.46M ﹤0.01%
41,777
-5,462
2731
$1.46M ﹤0.01%
28,086
+8,167
2732
$1.46M ﹤0.01%
174,796
+9,732
2733
$1.46M ﹤0.01%
49,743
-2,274
2734
$1.46M ﹤0.01%
16,173
-25,291
2735
$1.46M ﹤0.01%
76,186
-87,338
2736
$1.45M ﹤0.01%
52,067
-2,658
2737
$1.44M ﹤0.01%
57,773
+23,467
2738
$1.44M ﹤0.01%
25,966
-47,795
2739
$1.44M ﹤0.01%
90,430
+49,281
2740
$1.44M ﹤0.01%
81,756
+48,248
2741
$1.44M ﹤0.01%
35,546
+24,463
2742
$1.44M ﹤0.01%
46,109
+526
2743
$1.43M ﹤0.01%
76,776
-24,946
2744
$1.43M ﹤0.01%
155,853
-35,439
2745
$1.43M ﹤0.01%
45,726
-60,153
2746
$1.43M ﹤0.01%
84,739
+22,382
2747
$1.43M ﹤0.01%
89,755
+72,990
2748
$1.43M ﹤0.01%
39,816
-2,338
2749
$1.42M ﹤0.01%
31,303
-34,065
2750
$1.42M ﹤0.01%
199,366
-12,765
108 109
110
111 112