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
2976
$1.03M ﹤0.01%
49,209
-4,372
2977
$1.03M ﹤0.01%
184,288
-32,768
2978
$1.03M ﹤0.01%
13,930
+3,282
2979
$1.03M ﹤0.01%
56,627
-3,319
2980
$1.03M ﹤0.01%
44,193
+37,061
2981
$1.02M ﹤0.01%
51,892
-18,231
2982
$1.02M ﹤0.01%
19,831
+8,054
2983
$1.02M ﹤0.01%
106,079
-11,652
2984
$1.02M ﹤0.01%
21,501
+1,656
2985
$1.02M ﹤0.01%
71,896
+4,745
2986
$1.02M ﹤0.01%
26,226
+5,672
2987
$1.02M ﹤0.01%
183,064
+28,020
2988
$1.02M ﹤0.01%
+36,202
2989
$1.02M ﹤0.01%
18,614
+5,593
2990
$1.01M ﹤0.01%
101,611
-6,285
2991
$1.01M ﹤0.01%
12,393
+4,850
2992
$1.01M ﹤0.01%
11,434
-9,761
2993
$1.01M ﹤0.01%
29,513
+5,049
2994
$1.01M ﹤0.01%
41,001
+24,453
2995
$1M ﹤0.01%
31,104
+11,864
2996
$1M ﹤0.01%
54,998
+17,547
2997
$1M ﹤0.01%
74,390
-8,947
2998
$1M ﹤0.01%
30,585
-1,194
2999
$1M ﹤0.01%
9,658
-15,948
3000
$1M ﹤0.01%
82,851
+73,291
118 119
120
121 122