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
551
$32.2M 0.02%
978,591
+914,628
552
$32.2M 0.02%
905,997
-677,859
553
$32.1M 0.02%
3,447,494
-146,790
554
$32.1M 0.02%
835,510
+674,587
555
$32M 0.02%
591,807
+363,635
556
$32M 0.02%
3,029,470
+142,180
557
$32M 0.02%
1,458,942
+492,043
558
$32M 0.02%
1,964,126
+185,226
559
$31.9M 0.02%
597,349
+113,308
560
$31.8M 0.02%
582,589
-64,520
561
$31.8M 0.02%
1,260,182
-309,365
562
$31.7M 0.02%
2,183,052
+338,667
563
$31.4M 0.02%
724,174
-41,892
564
$31.4M 0.02%
361,998
-104,288
565
$31.4M 0.02%
894,308
+262,812
566
$31.3M 0.02%
893,851
+345,633
567
$31.3M 0.02%
1,041,273
+10,223
568
$31.2M 0.02%
1,018,223
+709
569
$31.2M 0.02%
285,901
+68,268
570
$31M 0.02%
443,681
-8,724
571
$30.9M 0.02%
340,933
-175,199
572
$30.8M 0.02%
46,233
-104,857
573
$30.8M 0.02%
909,408
-1,364,326
574
$30.7M 0.02%
797,900
+223,005
575
$30.7M 0.02%
1,004,721
-144,162
21 22
23
24 25