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
501
$49.7M 0.02%
827,286
+370,818
502
$49.6M 0.02%
1,800,536
+87,150
503
$49.5M 0.02%
1,643,455
+16,772
504
$49.5M 0.02%
1,347,525
+317,225
505
$49.3M 0.02%
1,116,952
+618,972
506
$49.3M 0.02%
1,449,569
-14,214
507
$49M 0.02%
173,745
+108,293
508
$49M 0.02%
777,142
+83,875
509
$48.9M 0.02%
1,781,622
+122,892
510
$48.8M 0.02%
827,767
-71,344
511
$48.7M 0.02%
1,381,808
-447,826
512
$48.6M 0.02%
1,282,660
+87,774
513
$48.5M 0.02%
866,402
-171,248
514
$48.4M 0.02%
3,036,016
-155,888
515
$48.4M 0.02%
317,890
-13,829
516
$48.1M 0.02%
421,631
-946
517
$47.9M 0.02%
344,588
+437
518
$47.6M 0.02%
1,728,485
-20,606
519
$47.5M 0.02%
3,171,573
+1,438,379
520
$47.5M 0.02%
1,096,141
+141,650
521
$47.4M 0.02%
1,217,713
+373,785
522
$47M 0.02%
304,252
-183,268
523
$46.9M 0.02%
1,130,508
-7,485
524
$46.8M 0.02%
921,403
+377,423
525
$46.7M 0.02%
1,130,495
-140,331
19 20
21
22 23