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
$206B
AUM Growth
-$7.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,506
New
Increased
Reduced
Closed

Top Buys

1
+$473M
2
+$352M
3
+$337M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$319M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$291M

Top Sells

1
+$1.93B
2
+$1.47B
3
+$554M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$548M
5
MSFT icon
Microsoft
MSFT
+$466M

Sector Composition

1 Technology 11.91%
2 Financials 8.45%
3 Healthcare 7.89%
4 Consumer Discretionary 7.24%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36B 0.52%
6,341,308
-360,009
27
$1.35B 0.52%
7,166,220
-679,258
28
$1.28B 0.49%
10,784,830
-1,085,530
29
$1.28B 0.49%
23,467,426
-3,676,502
30
$1.27B 0.49%
9,975,219
-74,378
31
$1.23B 0.47%
3,160,095
-319,716
32
$1.22B 0.47%
24,653,099
-2,263,209
33
$1.21B 0.46%
14,048,945
+142,843
34
$1.2B 0.46%
7,153,853
+52,143
35
$1.16B 0.45%
4,207,741
-479,828
36
$1.06B 0.41%
7,006,120
-265,985
37
$1.05B 0.41%
18,065,983
+5,479,923
38
$1.03B 0.4%
6,470,828
-40,566
39
$1.03B 0.4%
4,733,958
-179,720
40
$1.01B 0.39%
35,345,362
-5,192,687
41
$994M 0.38%
12,379,493
+68,652
42
$994M 0.38%
24,188,292
-229,371
43
$972M 0.37%
3,336,674
-170,464
44
$954M 0.37%
5,668,428
-1,472,121
45
$947M 0.36%
24,505,935
-376,245
46
$942M 0.36%
16,174,896
-610,552
47
$940M 0.36%
71,843,874
-1,287,255
48
$938M 0.36%
5,541,763
-534,891
49
$916M 0.35%
15,025,900
-1,796,560
50
$913M 0.35%
3,167,941
-289,343
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