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
601
$37.9M 0.02%
1,344,063
-221,504
602
$37.9M 0.02%
736,405
-351,447
603
$37.9M 0.02%
1,098,585
-382,655
604
$37.7M 0.02%
2,245,565
-239,765
605
$37.7M 0.02%
230,168
+5,491
606
$37.6M 0.02%
2,895,686
-349,369
607
$37.6M 0.02%
1,561,260
+1,546,207
608
$37.6M 0.02%
949,217
+251,326
609
$37.4M 0.02%
623,939
-530,238
610
$37.4M 0.02%
868,681
-4,051
611
$37.3M 0.02%
1,090,848
+966,566
612
$37.2M 0.02%
424,945
+61,523
613
$37M 0.02%
88,568
-38,277
614
$37M 0.02%
279,194
-89,852
615
$37M 0.02%
923,527
-16,388
616
$37M 0.02%
1,087,127
-841,110
617
$36.8M 0.02%
611,582
-1,369
618
$36.8M 0.02%
334,936
-76,701
619
$36.6M 0.02%
524,687
-5,317
620
$36.4M 0.02%
370,152
+88,952
621
$36.4M 0.02%
102,176
-141,679
622
$36.3M 0.02%
733,497
+72,010
623
$36.3M 0.02%
1,142,900
-141,668
624
$36.2M 0.02%
936,597
-23,910
625
$36.1M 0.02%
1,358,289
-1,372,338
23 24
25
26 27