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
401
$53.4M 0.03%
2,473,591
-214,155
402
$53.3M 0.03%
957,437
+194,637
403
$53.1M 0.03%
872,121
+23,206
404
$52.3M 0.03%
1,128,066
+248,910
405
$52M 0.03%
1,151,260
+8,234
406
$51.7M 0.03%
1,015,236
+63,181
407
$51.3M 0.03%
1,054,740
-10,355
408
$51.3M 0.03%
1,048,670
-66,074
409
$51.2M 0.03%
909,246
+647,418
410
$51.2M 0.03%
2,437,483
+261,265
411
$51M 0.03%
2,793,122
-385,126
412
$50.9M 0.03%
443,873
-644
413
$50.8M 0.03%
920,616
+101,557
414
$50.6M 0.03%
2,951,711
+797,821
415
$50.2M 0.03%
367,200
+43,426
416
$50.1M 0.03%
1,341,570
+70,043
417
$50M 0.03%
1,895,765
+223,783
418
$49.8M 0.03%
656,267
-274,054
419
$49.8M 0.03%
1,048,837
-24,374
420
$49.6M 0.03%
2,489,600
-1,736,125
421
$49.4M 0.03%
2,369,616
+259,410
422
$49.4M 0.03%
174,127
-142,594
423
$49.3M 0.03%
595,910
+348,095
424
$49.3M 0.03%
1,595,403
+79,702
425
$49.1M 0.03%
1,000,261
+24,427
15 16
17
18 19