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
2776
$1.38M ﹤0.01%
42,492
-18,310
2777
$1.38M ﹤0.01%
11,752
-2,849
2778
$1.38M ﹤0.01%
128,795
-12,563
2779
$1.38M ﹤0.01%
26,864
-77,478
2780
$1.38M ﹤0.01%
83,270
+33,867
2781
$1.38M ﹤0.01%
156,540
+91,859
2782
$1.37M ﹤0.01%
198,424
+113,007
2783
$1.37M ﹤0.01%
77,449
+44,023
2784
$1.37M ﹤0.01%
66,620
+5,313
2785
$1.36M ﹤0.01%
133,204
-1,462
2786
$1.36M ﹤0.01%
82,745
-8,673
2787
$1.36M ﹤0.01%
29,650
-70,190
2788
$1.36M ﹤0.01%
27,359
-1,950
2789
$1.36M ﹤0.01%
13,095
+239
2790
$1.35M ﹤0.01%
26,025
+1,695
2791
$1.35M ﹤0.01%
65,424
-6,421
2792
$1.35M ﹤0.01%
40,774
+1,160
2793
$1.35M ﹤0.01%
31,092
-19,927
2794
$1.35M ﹤0.01%
118,507
+2,893
2795
$1.35M ﹤0.01%
59,456
+18,690
2796
$1.34M ﹤0.01%
40,154
-11,003
2797
$1.34M ﹤0.01%
89,115
+2,806
2798
$1.34M ﹤0.01%
43,722
+4,811
2799
$1.34M ﹤0.01%
89,308
+3,359
2800
$1.34M ﹤0.01%
33,569
+9,937
110 111
112
113 114