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
876
$21.3M 0.01%
212,377
-821
877
$21.3M 0.01%
951,879
+12,393
878
$21.2M 0.01%
9,262,922
+7,133,727
879
$21.2M 0.01%
3,372,085
-311,624
880
$21.2M 0.01%
685,768
+74,759
881
$21.2M 0.01%
356,181
+258,227
882
$21.1M 0.01%
531,489
+48,016
883
$21.1M 0.01%
2,188,867
+258,792
884
$21.1M 0.01%
1,398,976
+291,257
885
$20.9M 0.01%
472,694
+16,298
886
$20.9M 0.01%
758,821
-24,122
887
$20.9M 0.01%
2,321,869
+2,108,674
888
$20.9M 0.01%
746,724
+170,100
889
$20.8M 0.01%
628,919
+344,292
890
$20.8M 0.01%
689,512
-391,965
891
$20.8M 0.01%
703,577
+257,385
892
$20.8M 0.01%
612,497
-69,079
893
$20.6M 0.01%
466,619
+150,983
894
$20.6M 0.01%
740,031
-15,028
895
$20.6M 0.01%
1,152,481
-410,546
896
$20.6M 0.01%
668,804
-34,199
897
$20.6M 0.01%
321,655
-74,194
898
$20.5M 0.01%
507,647
+367,944
899
$20.5M 0.01%
533,062
-181,530
900
$20.5M 0.01%
853,432
+105,378
34 35
36
37 38