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
351
$65.5M 0.04%
4,099,397
-4,338,903
352
$64.9M 0.04%
523,612
-79,589
353
$64.9M 0.04%
2,570,407
+337,468
354
$64.7M 0.04%
845,261
+491,572
355
$64.1M 0.04%
2,371,584
+403,663
356
$63.9M 0.04%
862,597
-107,072
357
$63.2M 0.03%
890,857
+26,115
358
$62.4M 0.03%
596,505
+79,697
359
$62.3M 0.03%
468,355
+15,147
360
$62.3M 0.03%
216,272
+105,154
361
$62.2M 0.03%
4,046,008
-169,712
362
$62.1M 0.03%
344,720
-76,865
363
$61.9M 0.03%
914,223
-59,689
364
$61.6M 0.03%
812,676
-47,873
365
$61.4M 0.03%
420,381
+248,607
366
$60.5M 0.03%
2,220,732
-1,236,401
367
$60.4M 0.03%
2,449,870
+1,914,491
368
$60.2M 0.03%
2,072,867
+490,037
369
$60.1M 0.03%
1,131,651
+973,845
370
$59.9M 0.03%
2,250,420
-465,574
371
$59.8M 0.03%
498,051
-10,053
372
$59.7M 0.03%
2,951,995
-538,547
373
$59.2M 0.03%
1,259,692
-78,325
374
$58.5M 0.03%
1,492,161
-62,540
375
$57.8M 0.03%
4,210,927
-156,538
13 14
15
16 17