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
3051
$940K ﹤0.01%
61,134
+14,660
3052
$939K ﹤0.01%
55,722
+20,268
3053
$939K ﹤0.01%
2,273
+314
3054
$935K ﹤0.01%
35,467
-1,519
3055
$935K ﹤0.01%
23,382
-37,747
3056
$933K ﹤0.01%
86,533
+17,788
3057
$930K ﹤0.01%
168,482
+105,167
3058
$928K ﹤0.01%
18,908
+1,486
3059
$926K ﹤0.01%
10,687
+7,063
3060
$922K ﹤0.01%
73,003
-6,670
3061
$921K ﹤0.01%
19,114
+1,674
3062
$920K ﹤0.01%
121,307
-21,735
3063
$919K ﹤0.01%
36,555
-9,598
3064
$919K ﹤0.01%
26,288
-36,937
3065
$918K ﹤0.01%
37,366
-38,379
3066
$916K ﹤0.01%
41,200
+23,300
3067
$916K ﹤0.01%
30,510
+8,184
3068
$915K ﹤0.01%
55,268
-4,234
3069
$915K ﹤0.01%
33,509
-2,840
3070
$915K ﹤0.01%
7,524
+513
3071
$915K ﹤0.01%
3,702
+1,138
3072
$914K ﹤0.01%
+49,870
3073
$913K ﹤0.01%
62,571
-51
3074
$913K ﹤0.01%
14,363
-9,139
3075
$912K ﹤0.01%
13,920
+9,318
121 122
123
124 125