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
551
$42.8M 0.02%
670,188
-74,722
552
$42.6M 0.02%
177,606
+95,499
553
$42.6M 0.02%
940,116
+40,152
554
$42.5M 0.02%
781,242
+213,503
555
$42.2M 0.02%
358,581
-57,803
556
$42.2M 0.02%
2,735,972
-1,896,904
557
$42.2M 0.02%
1,287,561
-33,807
558
$42.1M 0.02%
811,184
+48,871
559
$42M 0.02%
156,155
-601,795
560
$41.8M 0.02%
224,816
-69,085
561
$41.8M 0.02%
1,104,596
+481,334
562
$41.8M 0.02%
2,473,881
+2,456,127
563
$41.8M 0.02%
535,504
-93,874
564
$41.7M 0.02%
416,340
+59,333
565
$41.7M 0.02%
1,897,280
-300,850
566
$41.5M 0.02%
2,454,246
+1,242,824
567
$41.5M 0.02%
596,707
+211,177
568
$41.4M 0.02%
2,467,134
-192,076
569
$41.4M 0.02%
238,605
-284,548
570
$41.3M 0.02%
390,551
-91,928
571
$41.3M 0.02%
301,796
+34,592
572
$41.1M 0.02%
490,230
+20,635
573
$41.1M 0.02%
+30,549
574
$40.9M 0.02%
743,608
+14,726
575
$40.4M 0.02%
2,291,583
+33,492
21 22
23
24 25