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
$142B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,372
New
Increased
Reduced
Closed

Top Buys

1
+$369M
2
+$318M
3
+$306M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$267M
5
GLD icon
SPDR Gold Trust
GLD
+$261M

Top Sells

1
+$1.47B
2
+$610M
3
+$279M
4
BAC icon
Bank of America
BAC
+$251M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$201M

Sector Composition

1 Financials 8.98%
2 Healthcare 7.52%
3 Technology 7.2%
4 Industrials 6.42%
5 Energy 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7176
– –
-30
7177
– –
-425
7178
– –
-889
7179
– –
0
7180
– –
-4,254
7181
$0 ﹤0.01%
17
-259
7182
– –
-258
7183
$0 ﹤0.01%
6
7184
– –
-822
7185
– –
-7,049
7186
– –
-17,984
7187
$0 ﹤0.01%
+12
7188
– –
-547
7189
– –
-845
7190
– –
-162
7191
– –
-2,800
7192
– –
-124
7193
– –
-640
7194
– –
-104
7195
– –
-179,700
7196
– –
-179,800
7197
– –
-225
7198
– –
0
7199
– –
-22
7200
– –
-1,313
286 287
288
289 290