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
901
$20.4M 0.01%
2,362,249
+1,683,799
902
$20.4M 0.01%
220,249
+88,435
903
$20.4M 0.01%
1,138,566
-221,890
904
$20.2M 0.01%
1,721,298
+1,484,793
905
$20.2M 0.01%
424,048
-149,568
906
$20.1M 0.01%
236,264
-55,536
907
$20.1M 0.01%
353,511
+3,153
908
$20.1M 0.01%
723,223
+196,621
909
$20M 0.01%
983,775
-166,818
910
$20M 0.01%
2,308,698
-69,137
911
$19.9M 0.01%
1,170,829
+484,375
912
$19.9M 0.01%
687,529
+560,898
913
$19.8M 0.01%
244,531
+64,143
914
$19.8M 0.01%
1,610,084
+1,564,460
915
$19.8M 0.01%
857,875
-166,189
916
$19.8M 0.01%
260,024
+141,783
917
$19.7M 0.01%
907,076
+555,702
918
$19.7M 0.01%
84,827
-9,810
919
$19.7M 0.01%
1,554,090
-931,375
920
$19.7M 0.01%
1,303,845
+216,985
921
$19.7M 0.01%
558,738
+20,173
922
$19.7M 0.01%
209,841
+149,916
923
$19.7M 0.01%
671,887
+478,810
924
$19.6M 0.01%
1,499,354
+102,457
925
$19.6M 0.01%
801,246
+21,704
35 36
37
38 39