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
2751
$1.03M ﹤0.01%
13,662
-839
2752
$1.03M ﹤0.01%
373,140
+372,940
2753
$1.03M ﹤0.01%
80,727
-488,592
2754
$1.03M ﹤0.01%
37,127
+2,426
2755
$1.03M ﹤0.01%
71,972
+43,796
2756
$1.02M ﹤0.01%
18,282
-11
2757
$1.02M ﹤0.01%
31,292
+339
2758
$1.02M ﹤0.01%
80,891
+3,413
2759
$1.02M ﹤0.01%
85,337
+10,908
2760
$1.02M ﹤0.01%
124,734
-1,319
2761
$1.02M ﹤0.01%
31,317
-5,141
2762
$1.02M ﹤0.01%
27,628
+9,403
2763
$1.02M ﹤0.01%
51,032
-68,833
2764
$1.02M ﹤0.01%
65,233
+6,218
2765
$1.01M ﹤0.01%
13,755
+2,114
2766
$1.01M ﹤0.01%
76,820
+2,162
2767
$1.01M ﹤0.01%
37,398
+2,503
2768
$1.01M ﹤0.01%
20,357
+5,000
2769
$1.01M ﹤0.01%
130,813
-7,552
2770
$1.01M ﹤0.01%
8,943
+791
2771
$1M ﹤0.01%
44,812
+11,420
2772
$1M ﹤0.01%
9,557
+7,153
2773
$1M ﹤0.01%
235,643
-7,277
2774
$1M ﹤0.01%
45,986
-16,542
2775
$1M ﹤0.01%
31,800
-53,206
109 110
111
112 113