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
276
$113M 0.05%
2,780,582
-329,743
277
$111M 0.05%
980,020
-285,052
278
$111M 0.05%
1,158,169
+10,722
279
$111M 0.05%
5,461,620
+171,860
280
$111M 0.05%
2,301,330
-123,327
281
$111M 0.05%
2,627,704
-37,204
282
$109M 0.05%
1,794,861
-939,743
283
$109M 0.05%
1,132,830
+140,716
284
$108M 0.05%
768,734
+243,916
285
$108M 0.05%
2,324,145
-251,961
286
$108M 0.05%
3,506,708
-284,930
287
$108M 0.05%
2,866,992
-360,296
288
$108M 0.05%
891,229
+6,082
289
$107M 0.05%
924,748
-78,094
290
$107M 0.05%
2,409,900
+434,802
291
$107M 0.05%
1,376,608
-305,801
292
$105M 0.05%
1,239,453
-157,994
293
$104M 0.04%
1,512,715
+298,061
294
$104M 0.04%
490,434
-100,797
295
$102M 0.04%
1,957,034
+177,398
296
$102M 0.04%
2,167,999
-372,081
297
$99.5M 0.04%
1,931,728
-127,670
298
$99.5M 0.04%
6,455,467
+2,313,397
299
$99.4M 0.04%
815,477
+22,041
300
$99.3M 0.04%
2,839,906
-61,331
10 11
12
13 14