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
2826
$1.3M ﹤0.01%
29,971
-3,975
2827
$1.3M ﹤0.01%
38,811
-360
2828
$1.3M ﹤0.01%
15,680
-93
2829
$1.3M ﹤0.01%
112,908
+9,309
2830
$1.3M ﹤0.01%
60,378
-78,947
2831
$1.29M ﹤0.01%
65,340
-3,901
2832
$1.29M ﹤0.01%
118,649
-1,687
2833
$1.29M ﹤0.01%
84,906
-17,942
2834
$1.29M ﹤0.01%
37,940
-1,883
2835
$1.29M ﹤0.01%
43,251
+17,994
2836
$1.29M ﹤0.01%
80,911
-11,333
2837
$1.29M ﹤0.01%
37,686
+4,160
2838
$1.29M ﹤0.01%
22,945
-4,874
2839
$1.28M ﹤0.01%
14,974
-32,199
2840
$1.28M ﹤0.01%
54,660
+5,374
2841
$1.28M ﹤0.01%
114,814
+5,723
2842
$1.28M ﹤0.01%
54,267
-4,171
2843
$1.28M ﹤0.01%
14,477
+4,683
2844
$1.28M ﹤0.01%
111,329
-40,854
2845
$1.28M ﹤0.01%
42,780
-156
2846
$1.28M ﹤0.01%
37,060
+20,720
2847
$1.27M ﹤0.01%
19,370
+4,199
2848
$1.27M ﹤0.01%
161,749
+109,450
2849
$1.27M ﹤0.01%
43,240
-69,361
2850
$1.27M ﹤0.01%
9,287
+3,522
112 113
114
115 116