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
3426
$405K ﹤0.01%
35,965
+4,502
3427
$404K ﹤0.01%
112,666
-9,366
3428
$404K ﹤0.01%
31,559
+28,898
3429
$403K ﹤0.01%
11,767
+709
3430
$403K ﹤0.01%
20,177
-22,723
3431
$403K ﹤0.01%
5,650
+207
3432
$403K ﹤0.01%
50,374
+8,775
3433
$402K ﹤0.01%
20,136
-3,096
3434
$402K ﹤0.01%
10,276
+3,743
3435
$400K ﹤0.01%
9,186
-34,905
3436
$398K ﹤0.01%
12,677
+200
3437
$398K ﹤0.01%
156,281
+12,776
3438
$397K ﹤0.01%
20,113
+17,707
3439
$397K ﹤0.01%
39,140
+1,747
3440
$394K ﹤0.01%
6,024
+1,540
3441
$394K ﹤0.01%
54,701
-4,389
3442
$392K ﹤0.01%
51
+33
3443
$392K ﹤0.01%
12,509
-4,304
3444
$391K ﹤0.01%
37,804
-57,727
3445
$391K ﹤0.01%
9,017
+6,139
3446
$390K ﹤0.01%
11,358
+225
3447
$390K ﹤0.01%
17,825
-470
3448
$390K ﹤0.01%
5,886
+1,259
3449
$390K ﹤0.01%
31,748
-2,717
3450
$389K ﹤0.01%
75,426
+16,534
136 137
138
139 140