UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
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
7,373
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
26
$740M 0.41%
17,849,181
-277,422
27
$740M 0.41%
6,076,735
+202,053
28
$729M 0.4%
22,694,552
+438,129
29
$726M 0.4%
6,720,490
-423,848
30
$726M 0.4%
9,197,897
+2,728,362
31
$702M 0.39%
9,862,037
-216,166
32
$695M 0.38%
8,599,734
-1,592,042
33
$690M 0.38%
6,574,487
+375,403
34
$687M 0.38%
5,221,931
+413,924
35
$682M 0.38%
8,352,420
+3,890,918
36
$671M 0.37%
20,285,665
+1,364,480
37
$668M 0.37%
28,751,217
+6,900,128
38
$658M 0.36%
10,047,413
+194,483
39
$655M 0.36%
5,565,905
+92,970
40
$644M 0.36%
4,788,691
-103,454
41
$634M 0.35%
17,356,735
+1,381,276
42
$627M 0.35%
5,352,712
+188,153
43
$624M 0.34%
20,640,118
+915,279
44
$599M 0.33%
5,115,476
-1,241,324
45
$599M 0.33%
10,784,664
-357,294
46
$578M 0.32%
10,823,580
+1,348,154
47
$572M 0.32%
14,812,760
-1,549,980
48
$566M 0.31%
16,405,880
+507,574
49
$562M 0.31%
18,236,252
+722,947
50
$551M 0.3%
9,812,597
+716,023
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