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
2926
$1.12M ﹤0.01%
65,053
+3,168
2927
$1.12M ﹤0.01%
5,904
-45,866
2928
$1.11M ﹤0.01%
11,887
-73,816
2929
$1.11M ﹤0.01%
132,343
-116,700
2930
$1.11M ﹤0.01%
77,042
-4,198
2931
$1.11M ﹤0.01%
75,601
-49,714
2932
$1.1M ﹤0.01%
54,920
-40,387
2933
$1.1M ﹤0.01%
13,340
-6,399
2934
$1.1M ﹤0.01%
30,778
+7,254
2935
$1.1M ﹤0.01%
60,278
+22,611
2936
$1.1M ﹤0.01%
48,197
+20,564
2937
$1.09M ﹤0.01%
22,308
-1,142
2938
$1.09M ﹤0.01%
62,023
-53,583
2939
$1.09M ﹤0.01%
73,915
-21,700
2940
$1.09M ﹤0.01%
31,074
-4,052
2941
$1.08M ﹤0.01%
23,985
-127,748
2942
$1.08M ﹤0.01%
23,687
+693
2943
$1.08M ﹤0.01%
19,065
+18,040
2944
$1.08M ﹤0.01%
28,678
-3,184
2945
$1.08M ﹤0.01%
558,299
+109,712
2946
$1.08M ﹤0.01%
64,903
+9,336
2947
$1.08M ﹤0.01%
9,820
+763
2948
$1.08M ﹤0.01%
28,545
+24,923
2949
$1.07M ﹤0.01%
8,066
-85,620
2950
$1.07M ﹤0.01%
41,413
+1,969
116 117
118
119 120