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
3801
$236K ﹤0.01%
45,335
-9,014
3802
$236K ﹤0.01%
7,662
-8,304
3803
$236K ﹤0.01%
16,560
+6,103
3804
$233K ﹤0.01%
13,730
+1,560
3805
$233K ﹤0.01%
4,582
+250
3806
$233K ﹤0.01%
35,850
+4,511
3807
$233K ﹤0.01%
8,726
+1,726
3808
$232K ﹤0.01%
36,767
+17,123
3809
$232K ﹤0.01%
23,542
+14,843
3810
$232K ﹤0.01%
5,706
-2,862
3811
$231K ﹤0.01%
30,350
+18,239
3812
$231K ﹤0.01%
28,154
+7,959
3813
$231K ﹤0.01%
113,044
+16,223
3814
$230K ﹤0.01%
20,641
-9,519
3815
$230K ﹤0.01%
2,942
-60
3816
$229K ﹤0.01%
10,342
+5,953
3817
$229K ﹤0.01%
9,716
+5,716
3818
$229K ﹤0.01%
24,499
+21,039
3819
$228K ﹤0.01%
4,861
+4,516
3820
$228K ﹤0.01%
20,685
+3,494
3821
$227K ﹤0.01%
3,000
+2,817
3822
$227K ﹤0.01%
6,007
+327
3823
$226K ﹤0.01%
4,752
+4,724
3824
$226K ﹤0.01%
7,771
+1,388
3825
$225K ﹤0.01%
7,832
+2,312
151 152
153
154 155