UBS Group

UBS Group Portfolio holdings

AUM $478B
1-Year Est. Return 17.78%
 

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
+17.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,373
New
Increased
Reduced
Closed

Top Buys

1
+$369M
2
+$318M
3
+$306M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$267M
5
GLD icon
SPDR Gold Trust
GLD
+$261M

Top Sells

1
+$1.47B
2
+$610M
3
+$279M
4
BAC icon
Bank of America
BAC
+$251M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$201M

Sector Composition

1 Financials 8.98%
2 Healthcare 7.52%
3 Technology 7.2%
4 Industrials 6.42%
5 Energy 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$433M 0.24%
4,126,128
-721,755
77
$431M 0.24%
4,470,098
-300,999
78
$431M 0.24%
12,054,915
+990,779
79
$428M 0.24%
5,097,784
+175,663
80
$421M 0.23%
3,183,189
+142,030
81
$416M 0.23%
11,626,633
+6,627,345
82
$413M 0.23%
7,497,905
-582,892
83
$412M 0.23%
5,453,653
+1,267,817
84
$410M 0.23%
6,285,347
+97,243
85
$410M 0.23%
2,905,463
+141,143
86
$409M 0.23%
3,368,592
+59,526
87
$408M 0.23%
3,774,764
+246,508
88
$407M 0.22%
4,779,802
+466,822
89
$406M 0.22%
3,713,964
+65,014
90
$406M 0.22%
21,023,106
+9,909,655
91
$405M 0.22%
8,054,838
+259,380
92
$404M 0.22%
5,636,580
-610,274
93
$403M 0.22%
5,956,366
+187,167
94
$397M 0.22%
5,760,118
-338,778
95
$397M 0.22%
1,315,618
+107,228
96
$396M 0.22%
2,494,738
+323,612
97
$391M 0.22%
7,569,609
+1,796,538
98
$391M 0.22%
2,509,801
-376,326
99
$380M 0.21%
3,653,895
+7,171
100
$380M 0.21%
4,932,957
+1,006,562
2 3
4
5 6