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
301
$99.2M 0.04%
1,771,178
-334,502
302
$98.7M 0.04%
608,880
-306,179
303
$98.6M 0.04%
1,443,845
+137,764
304
$97.8M 0.04%
357,267
-84,362
305
$97.8M 0.04%
1,124,758
+67,204
306
$97.3M 0.04%
867,037
-33,412
307
$97.3M 0.04%
6,029,995
+4,613,273
308
$97.2M 0.04%
2,600,015
+290,739
309
$96.3M 0.04%
1,247,090
-25,924
310
$95M 0.04%
3,308,450
+777,548
311
$94.4M 0.04%
900,045
+39,428
312
$94.4M 0.04%
1,554,503
+39,626
313
$94.3M 0.04%
1,598,311
+317,419
314
$94M 0.04%
558,054
-28,251
315
$93.7M 0.04%
2,745,131
+74,175
316
$92.9M 0.04%
1,104,709
+24,193
317
$92.8M 0.04%
1,013,377
-42,102
318
$92.7M 0.04%
597,119
-95,466
319
$91.9M 0.04%
8,576,060
-952,540
320
$91.5M 0.04%
1,631,290
+494,805
321
$90.7M 0.04%
2,203,715
-271,348
322
$90.6M 0.04%
2,058,232
+169,073
323
$90.6M 0.04%
1,587,196
+617,261
324
$90M 0.04%
471,246
+23,133
325
$89.4M 0.04%
801,202
+41,316
11 12
13
14 15