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
801
$23.5M 0.01%
1,085,653
-899,144
802
$23.5M 0.01%
385,317
+5,062
803
$23.5M 0.01%
1,257,880
-129,050
804
$23.5M 0.01%
501,830
-220,548
805
$23.5M 0.01%
754,920
+250,142
806
$23.5M 0.01%
2,564,122
+2,558,646
807
$23.4M 0.01%
214,883
-117,831
808
$23.4M 0.01%
901,406
-29,635
809
$23.4M 0.01%
1,679,784
-27,873
810
$23.4M 0.01%
953,026
+60,325
811
$23.2M 0.01%
1,919,030
-334,193
812
$23.1M 0.01%
985,880
+970,339
813
$23.1M 0.01%
417,085
+103,643
814
$23M 0.01%
763,376
+122,497
815
$23M 0.01%
370,829
-116,163
816
$23M 0.01%
470,687
+38,201
817
$23M 0.01%
456,902
-35,305
818
$23M 0.01%
1,749,672
+200,956
819
$23M 0.01%
1,094,625
-87,906
820
$22.9M 0.01%
1,085,365
-678,857
821
$22.9M 0.01%
1,274,150
-153,461
822
$22.8M 0.01%
1,514,150
-70,325
823
$22.8M 0.01%
766,471
-75,439
824
$22.7M 0.01%
1,859,597
+211,563
825
$22.7M 0.01%
763,879
-34,270
31 32
33
34 35