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
2801
$1.34M ﹤0.01%
30,302
+1,226
2802
$1.34M ﹤0.01%
87,561
-1,515
2803
$1.33M ﹤0.01%
84,736
-189,685
2804
$1.33M ﹤0.01%
18,731
+1,089
2805
$1.33M ﹤0.01%
82,167
-1,480
2806
$1.33M ﹤0.01%
46,619
-149,178
2807
$1.32M ﹤0.01%
26,907
+791
2808
$1.32M ﹤0.01%
46,646
+28,861
2809
$1.32M ﹤0.01%
35,470
-24,669
2810
$1.32M ﹤0.01%
30,132
-19,208
2811
$1.32M ﹤0.01%
139,667
+28,346
2812
$1.32M ﹤0.01%
15,680
+1,649
2813
$1.32M ﹤0.01%
22,831
-6,381
2814
$1.32M ﹤0.01%
42,710
+42,424
2815
$1.31M ﹤0.01%
65,663
+58,109
2816
$1.31M ﹤0.01%
41,354
-78,936
2817
$1.31M ﹤0.01%
6,536
-428
2818
$1.31M ﹤0.01%
24,621
-634
2819
$1.31M ﹤0.01%
68,976
+56,418
2820
$1.31M ﹤0.01%
77,856
-1,675
2821
$1.31M ﹤0.01%
45,937
+34,767
2822
$1.3M ﹤0.01%
112,214
+9,465
2823
$1.3M ﹤0.01%
32,278
-5,223
2824
$1.3M ﹤0.01%
474,739
-175,655
2825
$1.3M ﹤0.01%
40,028
-34,424
111 112
113
114 115