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
651
$33.6M 0.01%
222,020
-4,316
652
$33.6M 0.01%
720,472
-119,679
653
$33.6M 0.01%
224,553
+26,413
654
$33.5M 0.01%
1,132,618
+221,787
655
$33.5M 0.01%
2,223,967
+267,731
656
$33.5M 0.01%
631,365
+221,829
657
$33.4M 0.01%
517,627
+32,063
658
$33.3M 0.01%
915,511
-923,222
659
$33.3M 0.01%
610,258
+34,295
660
$33.1M 0.01%
941,266
+523,418
661
$32.8M 0.01%
302,780
+16,140
662
$32.8M 0.01%
801,195
+147,217
663
$32.5M 0.01%
604,989
+79,306
664
$32.5M 0.01%
1,273,854
+34,714
665
$32.4M 0.01%
267,616
-9,944
666
$32.3M 0.01%
306,296
+43,496
667
$32.2M 0.01%
737,398
+84,293
668
$32.2M 0.01%
4,914,076
+896,558
669
$32.2M 0.01%
1,283,265
+364,908
670
$32M 0.01%
856,630
+639,509
671
$31.9M 0.01%
509,341
-35,332
672
$31.9M 0.01%
804,622
+145,217
673
$31.8M 0.01%
603,085
+10,298
674
$31.8M 0.01%
497,225
+129,513
675
$31.6M 0.01%
491,066
+28,369
25 26
27
28 29