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
326
$89.3M 0.04%
1,693,421
-741,923
327
$89M 0.04%
1,105,697
+66,383
328
$86.5M 0.04%
818,873
-119,382
329
$86.3M 0.04%
510,571
-343,435
330
$85.9M 0.04%
1,727,764
+131,881
331
$85M 0.04%
2,037,276
-21,145
332
$84.8M 0.04%
1,773,494
+9,937
333
$84.7M 0.04%
1,123,280
+81,804
334
$84.7M 0.04%
3,811,392
-194,005
335
$84M 0.04%
752,693
+23,210
336
$83.9M 0.04%
1,688,684
+236,837
337
$83.7M 0.04%
6,050,174
-540,751
338
$83.3M 0.04%
267,706
-614,487
339
$83.2M 0.04%
378,798
-180,502
340
$82.6M 0.04%
1,390,283
+626,402
341
$81.4M 0.04%
1,473,131
+1,187,227
342
$80.4M 0.03%
972,025
+46,635
343
$80.3M 0.03%
639,698
+33,421
344
$80.3M 0.03%
590,699
-286,772
345
$80.2M 0.03%
3,996,115
-88,120
346
$80M 0.03%
1,462,345
+67,708
347
$80M 0.03%
3,125,395
-218,297
348
$79.3M 0.03%
498,579
-131,430
349
$79.2M 0.03%
1,393,910
-38,137
350
$79M 0.03%
651,316
+394,303
12 13
14
15 16