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
476
$41M 0.02%
1,528,644
-47,733
477
$40.7M 0.02%
2,863,493
-34,544
478
$40.7M 0.02%
834,207
+40,325
479
$40.6M 0.02%
809,719
-119,990
480
$40.5M 0.02%
887,123
+28,221
481
$40.2M 0.02%
5,708,968
+2,030,605
482
$40.1M 0.02%
980,850
-110,424
483
$39.8M 0.02%
41,060
+35,847
484
$39.8M 0.02%
846,310
+176,920
485
$39.8M 0.02%
599,912
-113,372
486
$39.7M 0.02%
704,073
-52,967
487
$39.6M 0.02%
760,299
+116,598
488
$39.6M 0.02%
1,155,810
+103,578
489
$39.2M 0.02%
1,151,189
+425,044
490
$39M 0.02%
236,493
-2,788
491
$38.8M 0.02%
900,785
+179,910
492
$38.7M 0.02%
595,664
-10,065
493
$38.5M 0.02%
749,806
+165,467
494
$38.5M 0.02%
646,877
-143,372
495
$38.3M 0.02%
533,110
-60,312
496
$38.2M 0.02%
760,163
+637,765
497
$37.8M 0.02%
894,527
+860,489
498
$37.6M 0.02%
679,742
-33,951
499
$37.4M 0.02%
359,495
+9,952
500
$37.3M 0.02%
907,915
+125,266
18 19
20
21 22