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
451
$44.4M 0.02%
2,450,877
-46,562
452
$44.3M 0.02%
746,636
-609,589
453
$44.1M 0.02%
787,899
-120,275
454
$44.1M 0.02%
960,738
+45,576
455
$43.7M 0.02%
1,353,052
-140,043
456
$43.7M 0.02%
1,999,753
-58,333
457
$43.3M 0.02%
649,135
-97,560
458
$43.2M 0.02%
1,058,384
-212,852
459
$43.1M 0.02%
1,556,560
-55,641
460
$43.1M 0.02%
623,414
+297,016
461
$43M 0.02%
68,140
+68,060
462
$42.9M 0.02%
3,217,940
+131,210
463
$42.4M 0.02%
2,100,116
+120,220
464
$42.3M 0.02%
1,208,403
+17,026
465
$42.2M 0.02%
1,164,114
-526,245
466
$42.1M 0.02%
457,023
+17,224
467
$41.9M 0.02%
1,037,091
-142,367
468
$41.8M 0.02%
1,550,272
-933,680
469
$41.6M 0.02%
2,643,466
+389,559
470
$41.4M 0.02%
554,037
-85,307
471
$41.3M 0.02%
382,258
+79,634
472
$41.3M 0.02%
828,518
-58,805
473
$41.2M 0.02%
826,482
-348,166
474
$41.1M 0.02%
979,455
+31,349
475
$41M 0.02%
1,254,592
-318,294
17 18
19
20 21