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
$142B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,373
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
51
$533M 0.29%
17,855,108
+1,480,992
52
$527M 0.29%
2,109,623
+108,785
53
$522M 0.29%
17,220,000
+271,888
54
$517M 0.29%
4,990,140
-290,258
55
$516M 0.29%
5,957,926
+898,297
56
$516M 0.28%
13,761,000
+1,456,720
57
$514M 0.28%
9,576,696
+4,971,431
58
$513M 0.28%
2,498,468
+286,956
59
$505M 0.28%
22,828,629
-11,352,223
60
$498M 0.27%
7,948,950
-26,153
61
$481M 0.27%
2,137,707
+429,839
62
$481M 0.27%
4,290,079
+154,759
63
$477M 0.26%
13,756,138
+6,070,447
64
$475M 0.26%
6,502,916
-357,874
65
$474M 0.26%
13,541,294
+2,870,166
66
$474M 0.26%
6,069,920
+678,707
67
$472M 0.26%
8,069,448
+482,331
68
$461M 0.25%
15,132,856
+1,531,952
69
$460M 0.25%
1,209,838
+970,002
70
$460M 0.25%
6,804,168
+1,152,953
71
$453M 0.25%
16,763,706
+2,460,096
72
$448M 0.25%
4,032,722
+142,973
73
$444M 0.25%
5,890,829
-74,124
74
$438M 0.24%
9,875,901
+1,147,778
75
$436M 0.24%
2,918,448
+134,618
1 2
3
4 5