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
2751
$1.42M ﹤0.01%
22,124
2752
$1.42M ﹤0.01%
16,524
+5,450
2753
$1.42M ﹤0.01%
45,209
-16,343
2754
$1.41M ﹤0.01%
300,031
-53,816
2755
$1.41M ﹤0.01%
38,033
+31,919
2756
$1.41M ﹤0.01%
316,066
+299,546
2757
$1.41M ﹤0.01%
17,294
+11,902
2758
$1.4M ﹤0.01%
81,245
-70,722
2759
$1.4M ﹤0.01%
33,588
-2,223
2760
$1.4M ﹤0.01%
28,391
+7,879
2761
$1.4M ﹤0.01%
19,951
-37,850
2762
$1.4M ﹤0.01%
17,754
-2,433
2763
$1.4M ﹤0.01%
282,310
+15,510
2764
$1.4M ﹤0.01%
1,702
+282
2765
$1.4M ﹤0.01%
43,048
-74,774
2766
$1.39M ﹤0.01%
54,469
-28,524
2767
$1.39M ﹤0.01%
291,379
+191,157
2768
$1.39M ﹤0.01%
78,572
+65,254
2769
$1.39M ﹤0.01%
95,611
-16,307
2770
$1.39M ﹤0.01%
8,442
-2,442
2771
$1.39M ﹤0.01%
132,037
-47,918
2772
$1.39M ﹤0.01%
207,996
+205,571
2773
$1.38M ﹤0.01%
120,199
+54,039
2774
$1.38M ﹤0.01%
74,332
-1,508
2775
$1.38M ﹤0.01%
95,260
+5,101
109 110
111
112 113