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
826
$22.6M 0.01%
910,129
+479,619
827
$22.6M 0.01%
452,194
+301,802
828
$22.6M 0.01%
505,329
-93,111
829
$22.5M 0.01%
19,267
-2,833
830
$22.5M 0.01%
3,100,185
+545,954
831
$22.5M 0.01%
773,161
+517,337
832
$22.5M 0.01%
134,098
-172,844
833
$22.5M 0.01%
628,223
-61,315
834
$22.4M 0.01%
550,004
-350,316
835
$22.4M 0.01%
368,225
-28,899
836
$22.4M 0.01%
202,533
+5,733
837
$22.4M 0.01%
779,271
+254,538
838
$22.4M 0.01%
2,503,957
-622,990
839
$22.3M 0.01%
1,444,015
-96,922
840
$22.3M 0.01%
947,433
+830,336
841
$22M 0.01%
483,524
-57,396
842
$22M 0.01%
309,703
+174,239
843
$22M 0.01%
1,333,570
-584,344
844
$21.9M 0.01%
133,469
-25,893
845
$21.9M 0.01%
335,355
+59,187
846
$21.9M 0.01%
1,379,722
+420,248
847
$21.9M 0.01%
2,757,366
+1,383,838
848
$21.9M 0.01%
1,548,182
-66,271
849
$21.9M 0.01%
185,784
+50,770
850
$21.9M 0.01%
128,043
-33,520
32 33
34
35 36