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
2951
$1.07M ﹤0.01%
10,223
-4,890
2952
$1.07M ﹤0.01%
60,021
+5,204
2953
$1.07M ﹤0.01%
15,534
-142
2954
$1.07M ﹤0.01%
130,310
+2,944
2955
$1.07M ﹤0.01%
44,172
+15,725
2956
$1.07M ﹤0.01%
44,480
-2,417
2957
$1.06M ﹤0.01%
56,036
-103,270
2958
$1.06M ﹤0.01%
88,086
+31,217
2959
$1.06M ﹤0.01%
66,860
-9,383
2960
$1.06M ﹤0.01%
17,624
-2,483
2961
$1.06M ﹤0.01%
25,298
+11,512
2962
$1.06M ﹤0.01%
44,230
+6,919
2963
$1.06M ﹤0.01%
81,207
-8,748
2964
$1.06M ﹤0.01%
41,556
+6,327
2965
$1.05M ﹤0.01%
57,579
-11,292
2966
$1.05M ﹤0.01%
14,396
+2,185
2967
$1.05M ﹤0.01%
89,872
+8,953
2968
$1.04M ﹤0.01%
45,740
+1,287
2969
$1.04M ﹤0.01%
32,651
+17,994
2970
$1.04M ﹤0.01%
66,465
+25,664
2971
$1.04M ﹤0.01%
30,265
+3,591
2972
$1.04M ﹤0.01%
108,933
+8,737
2973
$1.03M ﹤0.01%
61,222
+59,826
2974
$1.03M ﹤0.01%
20,217
+6,947
2975
$1.03M ﹤0.01%
10,698
-8,618
117 118
119
120 121