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
726
$28.5M 0.01%
1,965,693
-260,811
727
$28.5M 0.01%
7,784,971
+105,619
728
$28.4M 0.01%
148,589
+14,187
729
$28.4M 0.01%
921,000
+52,968
730
$28.4M 0.01%
336,424
-23,556
731
$28.4M 0.01%
233,870
-217,075
732
$28.2M 0.01%
2,564,301
+57,415
733
$28M 0.01%
1,335,322
-898,824
734
$27.9M 0.01%
575,689
-274,202
735
$27.8M 0.01%
640,553
+128,897
736
$27.7M 0.01%
1,123,400
+89,340
737
$27.7M 0.01%
1,020,012
+105,454
738
$27.5M 0.01%
2,320,700
-98,113
739
$27.5M 0.01%
717,259
-11,935
740
$27.5M 0.01%
778,645
-142,490
741
$27.4M 0.01%
1,032,463
-360,053
742
$27.4M 0.01%
910,444
-47,750
743
$27.4M 0.01%
1,280,152
-479,395
744
$27.4M 0.01%
602,211
+233,456
745
$27.4M 0.01%
667,070
-7,100
746
$27.3M 0.01%
1,595,604
+305,767
747
$27.2M 0.01%
303,125
-28,880
748
$27.2M 0.01%
1,701,811
+128,395
749
$27.1M 0.01%
135,450
-16,289
750
$27.1M 0.01%
791,643
+217,355
28 29
30
31 32