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
351
$78.7M 0.03%
645,200
-445,460
352
$78.5M 0.03%
1,675,016
+1,517,550
353
$77.9M 0.03%
1,359,559
+272,183
354
$77.7M 0.03%
1,151,859
-281,025
355
$77.5M 0.03%
1,586,282
+98,047
356
$77.2M 0.03%
1,291,824
+339,919
357
$77.1M 0.03%
1,766,457
+44,396
358
$77.1M 0.03%
939,029
+174,834
359
$76.9M 0.03%
832,506
-24,954
360
$76.9M 0.03%
3,323,379
-269,065
361
$76.7M 0.03%
826,982
-250,391
362
$76.2M 0.03%
2,273,208
-418,990
363
$75.8M 0.03%
981,018
-8,341
364
$75.7M 0.03%
332,044
-134,029
365
$75.6M 0.03%
1,021,362
+24,687
366
$75.4M 0.03%
252
-7
367
$75.4M 0.03%
1,713,329
+1,663,123
368
$75.1M 0.03%
2,419,247
+287,715
369
$75.1M 0.03%
1,026,932
+276,578
370
$74.4M 0.03%
1,220,654
+2,822
371
$74.4M 0.03%
3,534,677
+715,797
372
$74.3M 0.03%
1,736,135
+201,304
373
$74.1M 0.03%
1,476,531
+5,072
374
$73.9M 0.03%
1,133,678
+73,348
375
$73.6M 0.03%
2,752,921
-13,677
13 14
15
16 17