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
626
$36M 0.02%
414,493
-102,178
627
$36M 0.02%
197,185
+31,165
628
$35.9M 0.02%
1,648,950
+364,281
629
$35.8M 0.02%
582,723
-63,048
630
$35.8M 0.02%
577,375
+44,272
631
$35.8M 0.02%
1,813,824
+33,090
632
$35.7M 0.02%
472,983
-17,699
633
$35.4M 0.02%
662,579
+73,392
634
$35M 0.02%
374,005
+133,588
635
$34.9M 0.02%
1,936,230
-112,356
636
$34.9M 0.02%
1,108,545
-210,686
637
$34.9M 0.02%
1,877,404
+329,164
638
$34.9M 0.02%
2,833,562
+333,725
639
$34.4M 0.01%
370,683
+128,976
640
$34.3M 0.01%
1,931,115
+70,455
641
$34.2M 0.01%
698,567
+115,323
642
$34.1M 0.01%
930,147
-612,386
643
$34.1M 0.01%
2,041,260
-1,381,797
644
$34.1M 0.01%
471,927
+48,008
645
$34M 0.01%
2,360,520
+5,126
646
$33.8M 0.01%
1,989,083
+1,892,784
647
$33.8M 0.01%
970,742
+31,282
648
$33.7M 0.01%
991,600
+73,495
649
$33.7M 0.01%
2,305,043
-339,874
650
$33.6M 0.01%
3,517,407
+3,166,455
24 25
26
27 28