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
376
$57.4M 0.03%
1,079,256
+410,554
377
$57.3M 0.03%
668,360
-110,592
378
$57.1M 0.03%
2,242,267
-3,540
379
$56.9M 0.03%
2,177,998
+535,585
380
$56.8M 0.03%
2,589,241
-721,104
381
$56.6M 0.03%
655,305
-60,007
382
$56.2M 0.03%
1,071,262
-114,339
383
$56M 0.03%
543,724
-37,911
384
$56M 0.03%
1,403,824
-236,988
385
$55.7M 0.03%
2,005,897
+77,716
386
$55.1M 0.03%
1,267,400
+358,311
387
$54.9M 0.03%
1,514,691
-25,429
388
$54.5M 0.03%
3,304,180
-21,031
389
$54.1M 0.03%
1,001,588
+15,608
390
$54.1M 0.03%
2,227,685
+107,508
391
$54M 0.03%
375,550
+22,603
392
$53.9M 0.03%
1,955,958
+228,789
393
$53.9M 0.03%
2,925,945
+1,480,436
394
$53.9M 0.03%
8,939,535
-1,056,580
395
$53.8M 0.03%
3,261,160
+520,856
396
$53.8M 0.03%
965,324
-242,299
397
$53.8M 0.03%
1,094,028
-422,990
398
$53.6M 0.03%
1,317,656
+74,790
399
$53.6M 0.03%
1,762,150
+40,583
400
$53.4M 0.03%
1,353,982
-190,689
14 15
16
17 18