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
451
$57.4M 0.02%
932,591
-113,795
452
$57.3M 0.02%
379,800
+10,256
453
$56.9M 0.02%
1,163,251
+48,579
454
$56.8M 0.02%
568,414
-146,899
455
$56.5M 0.02%
523,749
-60,007
456
$56.4M 0.02%
560,726
+15,754
457
$56.3M 0.02%
+1,191,668
458
$56.3M 0.02%
527,622
+8,145
459
$56.2M 0.02%
422,258
-33,609
460
$55.8M 0.02%
4,129,206
+301,000
461
$55.7M 0.02%
1,484,463
+1,390,379
462
$55.6M 0.02%
1,000,271
+13,688
463
$55.5M 0.02%
1,419,089
-33,902
464
$55.2M 0.02%
777,659
-78,826
465
$55.2M 0.02%
755,161
+12,832
466
$54.7M 0.02%
1,162,927
-38,756
467
$54.1M 0.02%
2,151,382
+274,544
468
$54M 0.02%
1,015,628
+96,644
469
$54M 0.02%
634,954
-187,807
470
$53.9M 0.02%
1,232,502
-319,282
471
$53.9M 0.02%
4,139,052
+66,242
472
$53.6M 0.02%
3,280,368
+464,640
473
$53.5M 0.02%
587,503
-18,617
474
$53.3M 0.02%
1,523,637
-141,021
475
$53.2M 0.02%
483,019
-219,762
17 18
19
20 21