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
$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
Utilities Select Sector SPDR Fund
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
26
$1.08B 0.46%
6,719,773
-22,973
27
$1.07B 0.46%
24,291,635
+1,800,254
28
$1.06B 0.46%
30,989,795
+12,581,511
29
$1.01B 0.44%
10,058,787
+185,837
30
$993M 0.43%
6,349,352
+357,844
31
$983M 0.42%
8,375,530
+797,923
32
$980M 0.42%
4,534,921
-210,686
33
$977M 0.42%
13,632,100
+939,944
34
$952M 0.41%
7,014,799
+40,705
35
$940M 0.41%
6,194,095
-2,710,704
36
$894M 0.39%
8,602,481
+373,708
37
$893M 0.39%
17,314,780
-1,447,800
38
$892M 0.39%
5,120,696
+226,626
39
$864M 0.37%
19,884,724
-478,055
40
$863M 0.37%
20,682,966
+1,273,661
41
$859M 0.37%
6,313,682
-260,449
42
$853M 0.37%
22,747,775
+321,055
43
$789M 0.34%
5,868,029
+6,714
44
$783M 0.34%
31,699,773
-6,702,153
45
$781M 0.34%
10,472,149
+872,696
46
$778M 0.34%
9,808,600
-1,326,302
47
$775M 0.33%
47,781,450
+1,657,476
48
$761M 0.33%
13,150,299
-136,269
49
$757M 0.33%
2,310,243
-369,359
50
$755M 0.33%
18,479,328
+3,776,320
1
2
3 4 5