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
401
$66.4M 0.03%
1,012,349
-28,849
402
$66.3M 0.03%
1,088,634
-17,993
403
$66.3M 0.03%
1,286,567
+227,961
404
$65.7M 0.03%
1,262,255
+15,729
405
$65.3M 0.03%
1,870,032
-46,848
406
$65.1M 0.03%
2,619,210
-44,921
407
$64.9M 0.03%
1,051,709
+39,305
408
$64.4M 0.03%
1,900,655
+518,121
409
$63.6M 0.03%
1,744,205
+140,982
410
$63.5M 0.03%
1,831,721
+259,324
411
$63.3M 0.03%
1,323,218
+142,248
412
$62.9M 0.03%
924,918
+276,748
413
$62.9M 0.03%
873,953
-39,472
414
$62.7M 0.03%
1,219,875
+411,904
415
$62.3M 0.03%
745,622
-143,214
416
$62.2M 0.03%
843,150
-18,954
417
$62.2M 0.03%
2,734,723
+243,252
418
$62M 0.03%
385,477
-54,502
419
$61.9M 0.03%
600,332
-45,830
420
$61.4M 0.03%
1,256,330
+107,132
421
$61.3M 0.03%
1,048,746
+33,752
422
$61.1M 0.03%
969,789
+293,584
423
$60.9M 0.03%
1,159,150
-15,114
424
$60.6M 0.03%
3,101,406
-98,101
425
$60.5M 0.03%
848,591
-157,753
15 16
17
18 19