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
576
$40.3M 0.02%
714,183
-26,033
577
$40.1M 0.02%
1,174,083
-167,128
578
$40.1M 0.02%
1,879,868
+20,137
579
$40M 0.02%
671,724
-462,070
580
$39.8M 0.02%
484,313
+453,269
581
$39.7M 0.02%
194,360
+19,136
582
$39.6M 0.02%
805,494
+276,747
583
$39.6M 0.02%
722,010
+171,897
584
$39.5M 0.02%
516,589
+55,912
585
$39.4M 0.02%
847,821
+109,434
586
$39.4M 0.02%
783,544
+377,914
587
$39.3M 0.02%
751,511
-6,122
588
$39.2M 0.02%
972,193
-46,451
589
$39.2M 0.02%
2,871,008
+84,448
590
$39M 0.02%
280,205
+1,284
591
$39M 0.02%
484,628
+27,677
592
$38.9M 0.02%
987,282
+221,615
593
$38.9M 0.02%
1,509,700
+100,730
594
$38.8M 0.02%
1,417,477
-14,674
595
$38.8M 0.02%
1,770,546
+202,307
596
$38.7M 0.02%
616,624
+204,098
597
$38.4M 0.02%
1,451,302
+77,112
598
$38.3M 0.02%
709,188
+56,799
599
$38.1M 0.02%
613,142
+535,153
600
$38M 0.02%
318,493
-26,771
22 23
24
25 26