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
426
$60.5M 0.03%
2,207,765
+21,791
427
$60.4M 0.03%
1,196,858
-15,740
428
$60.4M 0.03%
1,351,401
+282,633
429
$60.2M 0.03%
792,108
-78,312
430
$60.2M 0.03%
369,460
+55,878
431
$60.2M 0.03%
363,671
-2,416
432
$60M 0.03%
232,746
+40,795
433
$59.8M 0.03%
2,729,081
-110,489
434
$59.8M 0.03%
577,027
-159,409
435
$59.7M 0.03%
1,248,901
+110,232
436
$59.4M 0.03%
850,155
+25,537
437
$59.4M 0.03%
1,335,153
-143,673
438
$59.3M 0.03%
453,966
-21,294
439
$59.1M 0.03%
909,264
+119,864
440
$58.8M 0.03%
593,784
+67,164
441
$58.4M 0.03%
712,065
+165,833
442
$58.4M 0.03%
978,181
+65,655
443
$58.3M 0.03%
1,178,111
+51,317
444
$58.3M 0.03%
122,108
+39,559
445
$58.3M 0.03%
552,067
-35,551
446
$58M 0.03%
3,523,798
-107,315
447
$57.9M 0.03%
1,385,120
+128,867
448
$57.8M 0.02%
1,118,362
+20,236
449
$57.7M 0.02%
804,859
+225,033
450
$57.5M 0.02%
1,304,450
+112,331
16 17
18
19 20