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
$142B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,372
New
Increased
Reduced
Closed

Top Buys

1
+$369M
2
+$318M
3
+$306M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$267M
5
GLD icon
SPDR Gold Trust
GLD
+$261M

Top Sells

1
+$1.47B
2
+$610M
3
+$279M
4
BAC icon
Bank of America
BAC
+$251M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$201M

Sector Composition

1 Financials 8.98%
2 Healthcare 7.52%
3 Technology 7.2%
4 Industrials 6.42%
5 Energy 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$95.2M 0.05%
1,929,641
-290,304
277
$94.5M 0.05%
1,633,385
+9,425
278
$93.5M 0.05%
1,864,070
+82,170
279
$93M 0.05%
6,122,700
-2,436,208
280
$92.9M 0.05%
746,637
+33,001
281
$92.9M 0.05%
2,352,831
+634,528
282
$92.8M 0.05%
660,495
-1,150,496
283
$92.8M 0.05%
602,519
+3,113
284
$91.4M 0.05%
781,068
-11,499
285
$91.2M 0.05%
2,848,731
-78,091
286
$89.8M 0.05%
1,837,755
+266,490
287
$88.9M 0.05%
2,163,236
-13,655
288
$88.7M 0.05%
1,582,635
+330,227
289
$88.6M 0.05%
1,407,228
+330,025
290
$87.7M 0.05%
2,492,871
+504,441
291
$86.8M 0.05%
3,097,474
-406,757
292
$86.6M 0.05%
1,130,235
-33,134
293
$86.5M 0.05%
2,777,133
+103,541
294
$85.7M 0.05%
3,370,591
+314,874
295
$84.2M 0.05%
4,348,659
+582,873
296
$84M 0.05%
6,723,344
+144,955
297
$83.9M 0.05%
1,051,411
-31,890
298
$83.8M 0.05%
1,747,024
-186,095
299
$82.9M 0.05%
2,935,138
+552,204
300
$82.5M 0.05%
3,008,144
+3,004,260
10 11
12
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