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
851
$21.9M 0.01%
186,688
-25,018
852
$21.8M 0.01%
554,072
-329,651
853
$21.8M 0.01%
444,996
+72,864
854
$21.8M 0.01%
238,924
+106,471
855
$21.8M 0.01%
1,421,373
+91,409
856
$21.8M 0.01%
283,181
-5,731
857
$21.8M 0.01%
726,468
+6,468
858
$21.7M 0.01%
1,114,310
-378,236
859
$21.7M 0.01%
243,701
-167,597
860
$21.7M 0.01%
299,288
+5,132
861
$21.7M 0.01%
1,366,566
-604,920
862
$21.7M 0.01%
1,145,131
-312,411
863
$21.7M 0.01%
419,760
-29,824
864
$21.6M 0.01%
442,486
+191,410
865
$21.6M 0.01%
1,002,932
-199,460
866
$21.6M 0.01%
486,604
+212,172
867
$21.6M 0.01%
938,150
+801,787
868
$21.6M 0.01%
2,680,387
-333,752
869
$21.5M 0.01%
188,155
+3,088
870
$21.5M 0.01%
220,279
-319
871
$21.5M 0.01%
1,202,644
-163,106
872
$21.4M 0.01%
620,801
-24,242
873
$21.3M 0.01%
1,382,785
-329,579
874
$21.3M 0.01%
1,535,381
-56,710
875
$21.3M 0.01%
3,475,574
-810,853
33 34
35
36 37