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
376
$73.5M 0.03%
1,462,540
+432,911
377
$72.9M 0.03%
3,330,205
-409,431
378
$72.9M 0.03%
3,186,278
-452,632
379
$72.8M 0.03%
465,539
-752
380
$72.6M 0.03%
1,728,629
-64,866
381
$71.2M 0.03%
2,353,992
+61,932
382
$70.9M 0.03%
1,051,060
+26,892
383
$70.7M 0.03%
1,704,636
+414,639
384
$70.7M 0.03%
2,462,107
-650,494
385
$70.6M 0.03%
460,933
-92,517
386
$70.5M 0.03%
706,538
-30,372
387
$70.3M 0.03%
1,508,660
+23,879
388
$70.3M 0.03%
469,352
-10,701
389
$70M 0.03%
628,379
-151,629
390
$69.6M 0.03%
1,374,841
-87,112
391
$69.5M 0.03%
1,150,196
-22,227
392
$69.5M 0.03%
4,227,964
-538,479
393
$69.1M 0.03%
490,257
+51,348
394
$68.4M 0.03%
2,961,163
+943,425
395
$68M 0.03%
831,953
-102,895
396
$67.9M 0.03%
1,416,969
+115,470
397
$67.6M 0.03%
1,681,029
+274,800
398
$67.6M 0.03%
612,227
+186,011
399
$67M 0.03%
2,402,529
-97,106
400
$66.4M 0.03%
1,107,363
+141,521
14 15
16
17 18