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
$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
Utilities Select Sector SPDR Fund
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
76
$577M 0.25%
2,384,661
+30,274
77
$570M 0.25%
5,314,311
-91,441
78
$568M 0.25%
3,910,126
+23,253
79
$564M 0.24%
6,831,532
+118,750
80
$557M 0.24%
3,726,454
+26,497
81
$553M 0.24%
7,929,672
+95,136
82
$549M 0.24%
22,444,527
-971,915
83
$546M 0.24%
5,081,050
+73,973
84
$544M 0.24%
4,997,970
+152,998
85
$540M 0.23%
3,741,588
-316,232
86
$534M 0.23%
4,896,686
-3,400,953
87
$533M 0.23%
3,935,559
+81,718
88
$530M 0.23%
13,669,612
-202,088
89
$527M 0.23%
7,279,419
+326,171
90
$521M 0.22%
5,234,701
-777,306
91
$518M 0.22%
3,787,039
-37,343
92
$505M 0.22%
4,016,912
+920,504
93
$501M 0.22%
2,929,036
-64,233
94
$499M 0.22%
7,890,977
-746,728
95
$486M 0.21%
10,152,711
+315,458
96
$485M 0.21%
3,297,862
+147,813
97
$474M 0.2%
7,238,732
-713,750
98
$473M 0.2%
14,680,073
+614,318
99
$472M 0.2%
2,771,098
-59,392
100
$468M 0.2%
6,359,630
-153,583
2 3
4
5 6