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
2851
$1.27M ﹤0.01%
32,676
+30,503
2852
$1.27M ﹤0.01%
108,268
-12,857
2853
$1.27M ﹤0.01%
32,908
-43,567
2854
$1.27M ﹤0.01%
72,103
+36,077
2855
$1.26M ﹤0.01%
25,800
-12,067
2856
$1.25M ﹤0.01%
316,866
+24,707
2857
$1.25M ﹤0.01%
57,594
+39,666
2858
$1.25M ﹤0.01%
128,303
-8,377
2859
$1.25M ﹤0.01%
110,015
-1,130
2860
$1.24M ﹤0.01%
50,281
-24,302
2861
$1.24M ﹤0.01%
11,084
+448
2862
$1.23M ﹤0.01%
28,738
+346
2863
$1.23M ﹤0.01%
44,296
-18,302
2864
$1.22M ﹤0.01%
77,852
+77,798
2865
$1.22M ﹤0.01%
16,399
+2,065
2866
$1.22M ﹤0.01%
37,828
-71,183
2867
$1.22M ﹤0.01%
18,906
+784
2868
$1.22M ﹤0.01%
27,740
+18,323
2869
$1.21M ﹤0.01%
19,547
+10,439
2870
$1.21M ﹤0.01%
10,699
+1,373
2871
$1.21M ﹤0.01%
104,109
+70,524
2872
$1.21M ﹤0.01%
42,740
+42,301
2873
$1.21M ﹤0.01%
75,654
+11,770
2874
$1.21M ﹤0.01%
49,319
-2,620
2875
$1.21M ﹤0.01%
87,693
+22,370
113 114
115
116 117