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
$142B
AUM Growth
+$5.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,372
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
976
$12.9M 0.01%
310,977
-70,610
977
$12.9M 0.01%
272,977
-115,336
978
$12.9M 0.01%
1,248,965
+10,367
979
$12.9M 0.01%
695,685
+8,640
980
$12.8M 0.01%
281,326
-4,529
981
$12.8M 0.01%
1,144,600
-348,430
982
$12.8M 0.01%
347,870
-30,990
983
$12.8M 0.01%
177,472
+44,682
984
$12.8M 0.01%
878,684
-457,026
985
$12.8M 0.01%
309,667
+248,694
986
$12.7M 0.01%
454,778
+67,552
987
$12.7M 0.01%
1,052,478
+154,245
988
$12.6M 0.01%
224,162
-212,954
989
$12.6M 0.01%
151,433
+70,098
990
$12.6M 0.01%
207,948
-80,622
991
$12.6M 0.01%
646,427
-88,566
992
$12.6M 0.01%
318,312
+16,387
993
$12.6M 0.01%
491,508
+136,056
994
$12.4M 0.01%
206,860
+15,836
995
$12.4M 0.01%
261,746
-11,782
996
$12.4M 0.01%
134,885
+20,366
997
$12.4M 0.01%
648,379
+11,948
998
$12.4M 0.01%
325,277
+200,342
999
$12.3M 0.01%
579,113
-135,202
1000
$12.3M 0.01%
162,227
-104,085
38 39
40
41 42