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
426
$48.9M 0.03%
5,411,328
+90,792
427
$48.6M 0.03%
674,849
+173,975
428
$48.6M 0.03%
975,786
-100,512
429
$48.6M 0.03%
922,730
+644,772
430
$48.5M 0.03%
2,040,974
+406,538
431
$48.5M 0.03%
1,017,728
-117,837
432
$48.2M 0.03%
683,811
+47,655
433
$48M 0.03%
1,434,500
-144,265
434
$47.9M 0.03%
460,516
-209,836
435
$47.8M 0.03%
1,371,170
+51,794
436
$47.7M 0.03%
1,399,151
-1,050,354
437
$47.6M 0.03%
1,182,794
+70,205
438
$47.4M 0.03%
309,200
+20,469
439
$47M 0.03%
781,038
+114,659
440
$47M 0.03%
1,293,522
-10,570
441
$46.9M 0.03%
1,362,898
+388,673
442
$46.6M 0.03%
200,203
+14,238
443
$46.4M 0.03%
760,238
+128,592
444
$46.2M 0.03%
1,603,010
+323,915
445
$46M 0.03%
1,709,936
+47,924
446
$45.5M 0.03%
1,419,744
+2,087
447
$45.4M 0.03%
1,363,740
+63,415
448
$44.9M 0.02%
1,290,802
+44,372
449
$44.8M 0.02%
472,891
+58,627
450
$44.6M 0.02%
1,319,943
-51,174
16 17
18
19 20