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
2876
$1.2M ﹤0.01%
48,930
-134,394
2877
$1.2M ﹤0.01%
25,729
+289
2878
$1.2M ﹤0.01%
2,992
-2,585
2879
$1.2M ﹤0.01%
11,225
+2,043
2880
$1.2M ﹤0.01%
912,971
-408,135
2881
$1.2M ﹤0.01%
32,644
-4,419
2882
$1.2M ﹤0.01%
56,505
+453
2883
$1.2M ﹤0.01%
44,883
-4,789
2884
$1.2M ﹤0.01%
33,410
-2,421
2885
$1.19M ﹤0.01%
28,872
-2,570
2886
$1.19M ﹤0.01%
146,149
-25,635
2887
$1.19M ﹤0.01%
104,399
+40,072
2888
$1.19M ﹤0.01%
22,571
-19,170
2889
$1.19M ﹤0.01%
44,137
-14,968
2890
$1.18M ﹤0.01%
63,704
+27,560
2891
$1.18M ﹤0.01%
39,720
-8,529
2892
$1.18M ﹤0.01%
107,781
-12,035
2893
$1.18M ﹤0.01%
28,580
+23,536
2894
$1.18M ﹤0.01%
23,033
-523
2895
$1.17M ﹤0.01%
16,739
-15,609
2896
$1.17M ﹤0.01%
20,507
-4,001
2897
$1.17M ﹤0.01%
6,768
+3,355
2898
$1.17M ﹤0.01%
52,794
+742
2899
$1.17M ﹤0.01%
28,589
+1,062
2900
$1.16M ﹤0.01%
74,686
-11,446
114 115
116
117 118