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
926
$19.6M 0.01%
2,082,625
+1,556,853
927
$19.6M 0.01%
2,509,504
+337,550
928
$19.4M 0.01%
66,771
+6,740
929
$19.4M 0.01%
12,183
+9,972
930
$19.4M 0.01%
1,099,272
-9,252
931
$19.4M 0.01%
321,522
+54,984
932
$19.3M 0.01%
4,465,096
-361,961
933
$19.2M 0.01%
345,678
+32,648
934
$19.2M 0.01%
1,893,837
+163,212
935
$19.2M 0.01%
207,300
-192,038
936
$19.2M 0.01%
1,028,409
-194,389
937
$19.2M 0.01%
851,493
+41,493
938
$19.2M 0.01%
504,878
-195,996
939
$19.1M 0.01%
277,502
+31,837
940
$19.1M 0.01%
1,087,035
+336,257
941
$19M 0.01%
655,886
-390,304
942
$19M 0.01%
960,218
+430,144
943
$19M 0.01%
331,597
+75,571
944
$19M 0.01%
261,085
-162,368
945
$19M 0.01%
91,445
-21,827
946
$18.9M 0.01%
550,845
-138,332
947
$18.9M 0.01%
264,161
+1,775
948
$18.8M 0.01%
608,968
-547
949
$18.8M 0.01%
3,735,311
-499,763
950
$18.7M 0.01%
354,983
+18,651
36 37
38
39 40