UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206B
AUM Growth
-$7.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,506
New
Increased
Reduced
Closed

Top Buys

1
+$473M
2
+$352M
3
+$337M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$319M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$291M

Top Sells

1
+$1.93B
2
+$1.47B
3
+$554M
4
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$548M
5
MSFT icon
Microsoft
MSFT
+$466M

Sector Composition

1 Technology 11.91%
2 Financials 8.45%
3 Healthcare 7.89%
4 Consumer Discretionary 7.24%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
7426
– –
-174
7427
$0 ﹤0.01%
1
7428
– –
0
7429
– –
-3,120
7430
– –
-49
7431
– –
0
7432
– –
-1,931
7433
– –
-5
7434
– –
-151
7435
$0 ﹤0.01%
24
-5,658
7436
– –
-170
7437
– –
-3,058
7438
– –
0
7439
– –
-2,812
7440
– –
-2,216
7441
– –
-7,533
7442
$0 ﹤0.01%
36
7443
– –
-1,064
7444
– –
-1,770
7445
– –
-33
294 295 296 297
298