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
301
$82M 0.05%
4,318,602
+794,482
302
$81.9M 0.05%
4,717,417
+1,605,880
303
$81.6M 0.05%
400,042
-51,684
304
$81.5M 0.05%
775,905
+75,625
305
$80.6M 0.04%
1,485,018
+38,868
306
$80.6M 0.04%
706,111
-57,530
307
$80.4M 0.04%
2,675,156
-263,240
308
$80.2M 0.04%
1,896,604
-189,559
309
$80.1M 0.04%
4,218,223
+79,712
310
$79.8M 0.04%
1,657,708
-166,909
311
$79.7M 0.04%
722,658
-401,148
312
$79.5M 0.04%
54,214
+1,890
313
$79.3M 0.04%
909,133
-119,694
314
$79M 0.04%
1,359,882
+74,694
315
$78.9M 0.04%
5,128,383
-756,664
316
$78.9M 0.04%
1,146,380
-97,495
317
$78.3M 0.04%
1,396,067
-75,602
318
$78M 0.04%
3,856,997
-268,036
319
$77.5M 0.04%
1,047,106
+1,862
320
$77.3M 0.04%
4,785,924
-5,867,386
321
$77.2M 0.04%
3,334,138
-1,160,732
322
$77.1M 0.04%
2,152,042
-2,363,970
323
$75.5M 0.04%
4,994,983
-3,647,649
324
$75.3M 0.04%
565,350
-78,590
325
$75M 0.04%
1,680,366
+216,471
11 12
13
14 15