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
676
$31.6M 0.01%
509,301
-184,935
677
$31.5M 0.01%
195,567
+9,929
678
$31.5M 0.01%
2,355,886
+1,225,031
679
$31.5M 0.01%
362,781
+139,294
680
$31.5M 0.01%
598,103
-196,164
681
$31.4M 0.01%
2,040,172
+1,376,493
682
$31.4M 0.01%
1,063,218
-152,853
683
$31.3M 0.01%
1,272,634
-152,990
684
$31.1M 0.01%
1,013,608
+496,814
685
$31.1M 0.01%
605,285
-201,208
686
$31.1M 0.01%
322,720
-221,992
687
$30.8M 0.01%
990,694
-214,161
688
$30.7M 0.01%
109,264
+7,075
689
$30.7M 0.01%
190,064
-28,040
690
$30.6M 0.01%
225,031
+39,535
691
$30.6M 0.01%
401,809
+128,563
692
$30.6M 0.01%
701,250
+86,199
693
$30.6M 0.01%
1,042,981
-264,874
694
$30.5M 0.01%
410,567
+64,377
695
$30.4M 0.01%
275,583
-709,623
696
$30.3M 0.01%
2,273,474
-54,304
697
$30.2M 0.01%
333,768
-39,806
698
$30.2M 0.01%
1,626,150
+432,455
699
$30.1M 0.01%
314,119
+31,420
700
$30.1M 0.01%
3,080,549
-923,631
26 27
28
29 30