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
526
$46.6M 0.02%
1,608,065
-212,241
527
$46.5M 0.02%
883,688
-40,426
528
$46.3M 0.02%
2,099,485
-126,430
529
$46.1M 0.02%
3,706,290
-948,107
530
$46.1M 0.02%
6,491,279
-8,029
531
$46M 0.02%
401,681
-4,547
532
$45.9M 0.02%
2,893,989
-35,465
533
$45.9M 0.02%
750,593
-26,110
534
$45.8M 0.02%
1,213,712
+88,956
535
$45.5M 0.02%
383,473
+53,526
536
$45.4M 0.02%
2,582,101
-1,629,004
537
$45.3M 0.02%
180,524
-10,728
538
$45.3M 0.02%
692,086
+63,646
539
$45.2M 0.02%
196,462
-4,490
540
$44.5M 0.02%
1,569,539
+292,902
541
$44.5M 0.02%
1,322,580
+168,165
542
$44.5M 0.02%
2,455,844
+422,372
543
$44.3M 0.02%
934,262
+42,897
544
$44.3M 0.02%
919,911
+14,885
545
$43.4M 0.02%
309,259
+17,214
546
$43.3M 0.02%
213,355
+188,905
547
$43.2M 0.02%
1,646,728
-49,415
548
$43.2M 0.02%
1,509,122
-101,378
549
$43.1M 0.02%
1,690,943
+255,629
550
$43M 0.02%
627,024
-4,852
20 21
22
23 24