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
1001
$12.3M 0.01%
1,771,088
+301,384
1002
$12.2M 0.01%
351,544
-62,772
1003
$12.2M 0.01%
228,222
-23,535
1004
$12.2M 0.01%
174,786
+15,607
1005
$12.2M 0.01%
29,074
-1,111
1006
$12.1M 0.01%
68,578
-19,178
1007
$12.1M 0.01%
177,669
+49,588
1008
$12.1M 0.01%
780,003
+73,599
1009
$12.1M 0.01%
793,945
+17,402
1010
$12M 0.01%
477,923
+160,936
1011
$12M 0.01%
70,039
+10,950
1012
$12M 0.01%
1,023,592
-1,268,308
1013
$12M 0.01%
347,579
+48,559
1014
$12M 0.01%
244,192
-13,304
1015
$11.9M 0.01%
861,617
+413,945
1016
$11.9M 0.01%
626,852
+99,916
1017
$11.9M 0.01%
1,209,371
+450,611
1018
$11.8M 0.01%
322,219
+183,504
1019
$11.7M 0.01%
113,548
-202,025
1020
$11.7M 0.01%
2,123,709
-68,507
1021
$11.7M 0.01%
860,936
+267,019
1022
$11.7M 0.01%
187,766
+70,142
1023
$11.7M 0.01%
572,182
-291,898
1024
$11.7M 0.01%
355,305
+331,826
1025
$11.6M 0.01%
309,501
+32,245
39 40
41
42 43