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
326
$75M 0.04%
2,383,593
+454,731
327
$74.5M 0.04%
992,933
+62,573
328
$73.5M 0.04%
1,449,223
-18,011
329
$73.3M 0.04%
1,047,000
+112,134
330
$73.3M 0.04%
2,479,144
+73,052
331
$72.5M 0.04%
1,873,713
+958,725
332
$72.1M 0.04%
5,527,579
+1,296,863
333
$71M 0.04%
1,965,157
+937,606
334
$70.9M 0.04%
945,874
+115,116
335
$70.1M 0.04%
1,396,045
+332,790
336
$69.9M 0.04%
1,476,301
-386,651
337
$69.9M 0.04%
524,317
-42,936
338
$69.8M 0.04%
286
+21
339
$69.3M 0.04%
1,648,239
+225,434
340
$69.2M 0.04%
699,135
-184,290
341
$68.5M 0.04%
2,192,502
+357,243
342
$67.4M 0.04%
594,802
+428,325
343
$67.3M 0.04%
772,517
+69,616
344
$67M 0.04%
997,986
+55,856
345
$66.8M 0.04%
1,329,918
-64,989
346
$66.7M 0.04%
1,274,661
-55,526
347
$65.8M 0.04%
1,169,150
-83,493
348
$65.8M 0.04%
457,807
+926
349
$65.8M 0.04%
389,079
+173,744
350
$65.7M 0.04%
4,982,243
+1,345,846
12 13
14
15 16