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
2901
$1.16M ﹤0.01%
88,171
+3,760
2902
$1.16M ﹤0.01%
79,652
+6,578
2903
$1.15M ﹤0.01%
+36,915
2904
$1.15M ﹤0.01%
181,387
-5,452
2905
$1.15M ﹤0.01%
117,270
+81,715
2906
$1.14M ﹤0.01%
77,987
-81,619
2907
$1.14M ﹤0.01%
19,000
-2,412
2908
$1.14M ﹤0.01%
18,820
-2,048
2909
$1.14M ﹤0.01%
14,320
+13,118
2910
$1.14M ﹤0.01%
14,780
-4,047
2911
$1.14M ﹤0.01%
56,606
-1,021
2912
$1.13M ﹤0.01%
443,221
+340,027
2913
$1.13M ﹤0.01%
44,864
+6,278
2914
$1.13M ﹤0.01%
77,079
-4,871
2915
$1.13M ﹤0.01%
305,137
+207,824
2916
$1.13M ﹤0.01%
+18,395
2917
$1.13M ﹤0.01%
32,104
-345
2918
$1.13M ﹤0.01%
97,136
-7,691
2919
$1.13M ﹤0.01%
16,638
-2,578
2920
$1.12M ﹤0.01%
154,681
+21,998
2921
$1.12M ﹤0.01%
17,019
-5,896
2922
$1.12M ﹤0.01%
27,551
+19,156
2923
$1.12M ﹤0.01%
24,071
+721
2924
$1.12M ﹤0.01%
32,559
-10,516
2925
$1.12M ﹤0.01%
82,963
+2,303
115 116
117
118 119